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 | $144,692 | $94,625+52.9% | $116,228+24.5% | $84,808+70.6% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.6%+3.7pp | 68.3%+9.9pp |
| Annual return | 12.90% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $451 | $2,347-80.8% | $2,994-84.9% | $2,631-82.8% |
| Participant deferral / active EE | $4,355 | $3,972+9.6% | $4,953-12.1% | $4,212+3.4% |
| Admin fee / account holder | $15,458 | $10,091+53.2% | $11,989+28.9% | $7,344+110.5% |