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 | $123,788 | $94,625+30.8% | $116,228+6.5% | $84,808+46.0% |
| Participation rate | 91.5% | 70.4%+21.1pp | 74.6%+17.0pp | 68.3%+23.2pp |
| Annual return | 13.63% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $156 | $2,347-93.3% | $2,994-94.8% | $2,631-94.1% |
| Participant deferral / active EE | $1,773 | $3,972-55.3% | $4,953-64.2% | $4,212-57.9% |
| Admin fee / account holder | $4,309 | $10,091-57.3% | $11,989-64.1% | $7,344-41.3% |