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 | $129,031 | $95,803+34.7% | $113,168+14.0% | $84,808+52.1% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 16.46% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $369 | $2,360-84.4% | $2,975-87.6% | $2,631-86.0% |
| Participant deferral / active EE | $2,807 | $4,242-33.8% | $5,107-45.0% | $4,212-33.4% |
| Admin fee / account holder | $9,648 | $8,989+7.3% | $12,068-20.0% | $7,344+31.4% |