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 | $189,735 | $86,929+118.3% | $102,423+85.2% | $80,856+134.7% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 13.17% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $687 | $2,369-71.0% | $3,023-77.3% | $2,755-75.0% |
| Participant deferral / active EE | $8,087 | $4,118+96.4% | $5,053+60.1% | $4,296+88.3% |
| Admin fee / account holder | $30,224 | $8,049+275.5% | $9,451+219.8% | $6,918+336.9% |