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 | $118,936 | $95,803+24.1% | $113,168+5.1% | $84,808+40.2% |
| Participation rate | 88.7% | 72.9%+15.8pp | 76.6%+12.1pp | 68.3%+20.4pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $659 | $2,360-72.1% | $2,975-77.8% | $2,631-74.9% |
| Participant deferral / active EE | $5,099 | $4,242+20.2% | $5,107-0.2% | $4,212+21.1% |
| Admin fee / account holder | $11,393 | $8,989+26.7% | $12,068-5.6% | $7,344+55.1% |