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 | $179,575 | $96,484+86.1% | $156,263+14.9% | $74,304+141.7% |
| Participation rate | 74.8% | 67.7%+7.1pp | 78.9%-4.1pp | 60.3%+14.4pp |
| Annual return | 14.05% | 17.73%-3.7pp | 59.47%-45.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $621 | $2,528-75.4% | $4,333-85.7% | $2,241-72.3% |
| Participant deferral / active EE | $5,662 | $4,286+32.1% | $6,158-8.1% | $3,767+50.3% |
| Admin fee / account holder | $5,559 | $3,728+49.1% | $14,255-61.0% | $2,969+87.2% |