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 | $183,949 | $138,347+33.0% | $184,203-0.1% | $80,856+127.5% |
| Participation rate | 71.2% | 83.9%-12.7pp | 86.8%-15.7pp | 67.6%+3.5pp |
| Annual return | 14.45% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $410 | $4,850-91.6% | $6,427-93.6% | $2,755-85.1% |
| Participant deferral / active EE | $5,592 | $7,071-20.9% | $9,131-38.8% | $4,296+30.2% |
| Admin fee / account holder | $20,239 | $10,483+93.1% | $13,901+45.6% | $6,918+192.6% |