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 | $130,476 | $109,359+19.3% | $162,163-19.5% | $72,985+78.8% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 25.38% | 25.46%-0.1pp | 115.59%-90.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,001 | $3,907-74.4% | $5,614-82.2% | $2,440-59.0% |
| Participant deferral / active EE | $4,074 | $5,481-25.7% | $7,298-44.2% | $3,607+12.9% |
| Admin fee / account holder | $5,758 | $7,972-27.8% | $10,843-46.9% | $5,124+12.4% |