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 | $160,354 | $95,803+67.4% | $113,168+41.7% | $84,808+89.1% |
| Participation rate | 87.3% | 72.9%+14.5pp | 76.6%+10.8pp | 68.3%+19.0pp |
| Annual return | 13.53% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $480 | $2,360-79.7% | $2,975-83.9% | $2,631-81.8% |
| Participant deferral / active EE | $4,380 | $4,242+3.3% | $5,107-14.2% | $4,212+4.0% |
| Admin fee / account holder | $35,997 | $8,989+300.5% | $12,068+198.3% | $7,344+390.2% |