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 | $110,455 | $101,724+8.6% | $164,813-33.0% | $80,856+36.6% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.1pp |
| Annual return | 13.26% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $326 | $2,953-89.0% | $4,341-92.5% | $2,755-88.2% |
| Participant deferral / active EE | $6,237 | $4,477+39.3% | $6,031+3.4% | $4,296+45.2% |
| Admin fee / account holder | $2,261 | $8,227-72.5% | $12,690-82.2% | $6,918-67.3% |