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 | $164,992 | $138,347+19.3% | $184,203-10.4% | $80,856+104.1% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 12.29% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $508 | $4,850-89.5% | $6,427-92.1% | $2,755-81.5% |
| Participant deferral / active EE | $7,260 | $7,071+2.7% | $9,131-20.5% | $4,296+69.0% |
| Admin fee / account holder | $9,002 | $10,483-14.1% | $13,901-35.2% | $6,918+30.1% |