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 | $135,197 | $95,266+41.9% | $82,389+64.1% | $142,382-5.0% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.5%+14.7pp | 80.1%+4.1pp |
| Annual return | 20.25% | 25.74%-5.5pp | 28.67%-8.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $494 | $2,991-83.5% | $2,517-80.4% | $4,299-88.5% |
| Participant deferral / active EE | $2,695 | $4,809-44.0% | $4,155-35.1% | $6,507-58.6% |
| Admin fee / account holder | $1,096 | $8,563-87.2% | $7,231-84.8% | $12,624-91.3% |