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 | $195,564 | $86,929+125.0% | $102,423+90.9% | $80,856+141.9% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.3pp |
| Annual return | 10.55% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $497 | $2,369-79.0% | $3,023-83.6% | $2,755-82.0% |
| Participant deferral / active EE | $4,038 | $4,118-1.9% | $5,053-20.1% | $4,296-6.0% |
| Admin fee / account holder | $10,749 | $8,049+33.5% | $9,451+13.7% | $6,918+55.4% |