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 | $148,241 | $110,257+34.5% | $96,544+53.5% | $139,434+6.3% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 12.98% | 26.32%-13.3pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $656 | $3,620-81.9% | $2,965-77.9% | $4,751-86.2% |
| Participant deferral / active EE | $6,006 | $5,548+8.3% | $4,851+23.8% | $6,710-10.5% |
| Admin fee / account holder | $45,315 | $11,591+290.9% | $8,252+449.1% | $11,403+297.4% |