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 | $164,266 | $118,450+38.7% | $98,439+66.9% | $139,434+17.8% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 19.88% | 18.94%+0.9pp | 21.16%-1.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $660 | $3,609-81.7% | $3,048-78.3% | $4,751-86.1% |
| Participant deferral / active EE | $5,588 | $5,392+3.6% | $4,738+17.9% | $6,710-16.7% |
| Admin fee / account holder | $2,159 | $14,026-84.6% | $8,948-75.9% | $11,403-81.1% |