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 | $155,866 | $109,413+42.5% | $156,263-0.3% | $84,808+83.8% |
| Participation rate | 81.2% | 72.7%+8.5pp | 78.9%+2.3pp | 68.3%+12.8pp |
| Annual return | 15.06% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $664 | $2,907-77.1% | $4,333-84.7% | $2,631-74.8% |
| Participant deferral / active EE | $7,630 | $4,590+66.3% | $6,158+23.9% | $4,212+81.2% |
| Admin fee / account holder | $9,615 | $9,357+2.8% | $14,255-32.5% | $7,344+30.9% |