See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,012 | $154,117+45.4% | $129,995+72.3% | $139,434+60.7% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.5%-4.8pp | 80.3%-6.6pp |
| Annual return | 9.49% | 32.48%-23.0pp | -137.18%+146.7pp | 372.94%-363.5pp |
| Employer contribution / active EE | $310 | $5,289-94.1% | $4,320-92.8% | $4,751-93.5% |
| Participant deferral / active EE | $6,204 | $6,710-7.5% | $5,820+6.6% | $6,710-7.5% |
| Admin fee / account holder | $18,116 | $14,007+29.3% | $10,614+70.7% | $11,403+58.9% |