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 | $172,335 | $88,370+95.0% | $112,977+52.5% | $79,858+115.8% |
| Participation rate | 80.4% | 76.8%+3.6pp | 82.6%-2.2pp | 69.6%+10.8pp |
| Annual return | 13.05% | 23.16%-10.1pp | 24.24%-11.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $751 | $3,398-77.9% | $4,255-82.3% | $2,471-69.6% |
| Participant deferral / active EE | $5,089 | $4,536+12.2% | $5,836-12.8% | $3,740+36.1% |
| Admin fee / account holder | $4,985 | $5,750-13.3% | $6,294-20.8% | $5,306-6.1% |