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 | $122,748 | $78,422+56.5% | $95,952+27.9% | $79,858+53.7% |
| Participation rate | 72.0% | 73.5%-1.5pp | 77.1%-5.1pp | 69.6%+2.4pp |
| Annual return | 14.62% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $370 | $1,945-81.0% | $2,541-85.4% | $2,471-85.0% |
| Participant deferral / active EE | $1,726 | $3,440-49.8% | $4,167-58.6% | $3,740-53.9% |
| Admin fee / account holder | $7,909 | $5,622+40.7% | $6,795+16.4% | $5,306+49.1% |