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 | $140,496 | $72,492+93.8% | $87,100+61.3% | $72,985+92.5% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 23.48% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2 | $1,894-99.9% | $2,521-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $4,303 | $3,270+31.6% | $4,049+6.3% | $3,607+19.3% |
| Admin fee / account holder | $4,544 | $5,055-10.1% | $7,497-39.4% | $5,124-11.3% |