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 | $116,098 | $72,492+60.2% | $87,100+33.3% | $72,985+59.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.09% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $272 | $1,894-85.6% | $2,521-89.2% | $2,440-88.9% |
| Participant deferral / active EE | $4,598 | $3,270+40.6% | $4,049+13.6% | $3,607+27.5% |
| Admin fee / account holder | $2,810 | $5,055-44.4% | $7,497-62.5% | $5,124-45.2% |