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 | $118,941 | $81,460+46.0% | $103,333+15.1% | $80,856+47.1% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 17.30% | 25.55%-8.2pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $195 | $3,105-93.7% | $3,868-95.0% | $2,755-92.9% |
| Participant deferral / active EE | $9,758 | $3,869+152.2% | $5,057+92.9% | $4,296+127.1% |
| Admin fee / account holder | $11,937 | $6,566+81.8% | $8,355+42.9% | $6,918+72.5% |