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 | $155,063 | $109,881+41.1% | $150,045+3.3% | $84,808+82.8% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 17.12% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $206 | $3,561-94.2% | $4,693-95.6% | $2,631-92.2% |
| Participant deferral / active EE | $12,564 | $6,636+89.3% | $7,997+57.1% | $4,212+198.3% |
| Admin fee / account holder | $8,164 | $8,568-4.7% | $13,435-39.2% | $7,344+11.2% |