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 | $179,811 | $86,929+106.8% | $102,423+75.6% | $80,856+122.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.02% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $578 | $2,369-75.6% | $3,023-80.9% | $2,755-79.0% |
| Participant deferral / active EE | $5,118 | $4,118+24.3% | $5,053+1.3% | $4,296+19.1% |
| Admin fee / account holder | $1,207 | $8,049-85.0% | $9,451-87.2% | $6,918-82.5% |