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 | $167,584 | $86,929+92.8% | $102,423+63.6% | $80,856+107.3% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 10.53% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $692 | $2,369-70.8% | $3,023-77.1% | $2,755-74.9% |
| Participant deferral / active EE | $3,474 | $4,118-15.6% | $5,053-31.2% | $4,296-19.1% |
| Admin fee / account holder | $5,657 | $8,049-29.7% | $9,451-40.1% | $6,918-18.2% |