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 | $165,749 | $93,571+77.1% | $135,903+22.0% | $75,163+120.5% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 18.33% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $673 | $3,537-81.0% | $4,856-86.2% | $2,670-74.8% |
| Participant deferral / active EE | $4,049 | $6,404-36.8% | $7,758-47.8% | $4,125-1.8% |
| Admin fee / account holder | $49,998 | $6,975+616.8% | $10,762+364.6% | $5,651+784.8% |