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 | $170,093 | $80,968+110.1% | $96,544+76.2% | $75,163+126.3% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.6pp | 67.2%+21.4pp |
| Annual return | 13.97% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $582 | $2,282-74.5% | $2,965-80.4% | $2,670-78.2% |
| Participant deferral / active EE | $6,888 | $3,928+75.3% | $4,851+42.0% | $4,125+67.0% |
| Admin fee / account holder | $13,181 | $6,724+96.0% | $8,252+59.7% | $5,651+133.3% |