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 | $124,200 | $109,881+13.0% | $150,045-17.2% | $84,808+46.4% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 23.48% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $607 | $3,561-82.9% | $4,693-87.1% | $2,631-76.9% |
| Participant deferral / active EE | $6,398 | $6,636-3.6% | $7,997-20.0% | $4,212+51.9% |
| Admin fee / account holder | $2,567 | $8,568-70.0% | $13,435-80.9% | $7,344-65.1% |