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 | $111,196 | $58,828+89.0% | $77,999+42.6% | $62,891+76.8% |
| Participation rate | 78.0% | 71.1%+6.9pp | 75.5%+2.4pp | 69.3%+8.7pp |
| Annual return | 7.56% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $221 | $1,672-86.8% | $2,470-91.0% | $2,281-90.3% |
| Participant deferral / active EE | $2,253 | $2,686-16.1% | $3,497-35.6% | $3,203-29.7% |
| Admin fee / account holder | $5,350 | $4,393+21.8% | $5,480-2.4% | $4,296+24.5% |