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 | $223,834 | $124,881+79.2% | $209,409+6.9% | $116,875+91.5% |
| Participation rate | 77.5% | 75.8%+1.7pp | 80.4%-2.9pp | 74.5%+3.0pp |
| Annual return | 15.76% | 14.56%+1.2pp | 159.49%-143.7pp | 16.29%-0.5pp |
| Employer contribution / active EE | $464 | $2,588-82.1% | $5,035-90.8% | $3,288-85.9% |
| Participant deferral / active EE | $4,320 | $3,793+13.9% | $4,230+2.1% | $3,885+11.2% |
| Admin fee / account holder | $9,239 | $12,933-28.6% | $16,474-43.9% | $12,263-24.7% |