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 | $148,574 | $89,753+65.5% | $107,525+38.2% | $84,808+75.2% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 17.30% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $751 | $3,113-75.9% | $3,754-80.0% | $2,631-71.5% |
| Participant deferral / active EE | $4,564 | $4,056+12.5% | $5,116-10.8% | $4,212+8.4% |
| Admin fee / account holder | $10,787 | $7,222+49.4% | $8,919+20.9% | $7,344+46.9% |