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 | $181,318 | $87,841+106.4% | $133,980+35.3% | $62,891+188.3% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 7.90% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $459 | $3,483-86.8% | $5,211-91.2% | $2,281-79.9% |
| Participant deferral / active EE | $10,872 | $4,812+125.9% | $6,282+73.1% | $3,203+239.4% |
| Admin fee / account holder | $7,097 | $5,371+32.1% | $9,324-23.9% | $4,296+65.2% |