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 | $150,268 | $80,968+85.6% | $96,544+55.6% | $75,163+99.9% |
| Participation rate | 81.8% | 71.8%+10.1pp | 76.0%+5.9pp | 67.2%+14.6pp |
| Annual return | 14.61% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $358 | $2,282-84.3% | $2,965-87.9% | $2,670-86.6% |
| Participant deferral / active EE | $4,963 | $3,928+26.4% | $4,851+2.3% | $4,125+20.3% |
| Admin fee / account holder | $15,615 | $6,724+132.2% | $8,252+89.2% | $5,651+176.3% |