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 | $138,974 | $123,793+12.3% | $177,821-21.8% | $79,858+74.0% |
| Participation rate | 82.4% | 84.7%-2.3pp | 87.7%-5.4pp | 69.6%+12.7pp |
| Annual return | 13.20% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $320 | $4,095-92.2% | $5,918-94.6% | $2,471-87.1% |
| Participant deferral / active EE | $4,324 | $5,956-27.4% | $7,714-43.9% | $3,740+15.6% |
| Admin fee / account holder | $5,456 | $7,243-24.7% | $12,427-56.1% | $5,306+2.8% |