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 | $137,870 | $101,724+35.5% | $164,813-16.3% | $80,856+70.5% |
| Participation rate | 92.1% | 71.8%+20.3pp | 78.6%+13.5pp | 67.6%+24.5pp |
| Annual return | 15.86% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,415 | $4,477+65.6% | $6,031+22.9% | $4,296+72.6% |
| Admin fee / account holder | $2,252 | $8,227-72.6% | $12,690-82.3% | $6,918-67.4% |