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 | $113,295 | $66,098+71.4% | $101,794+11.3% | $74,304+52.5% |
| Participation rate | 87.0% | 53.8%+33.3pp | 69.2%+17.9pp | 60.3%+26.7pp |
| Annual return | 13.50% | 19.59%-6.1pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $183 | $1,082-83.1% | $2,289-92.0% | $2,241-91.8% |
| Participant deferral / active EE | $5,095 | $2,781+83.2% | $4,084+24.8% | $3,767+35.3% |
| Admin fee / account holder | $8,979 | $4,146+116.6% | $8,777+2.3% | $2,969+202.5% |