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 | $118,024 | $71,883+64.2% | $86,677+36.2% | $68,494+72.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 6.86% | 3.52%+3.3pp | 35.91%-29.0pp | -7.84%+14.7pp |
| Employer contribution / active EE | $576 | $2,173-73.5% | $2,836-79.7% | $2,596-77.8% |
| Participant deferral / active EE | $2,966 | $3,779-21.5% | $4,656-36.3% | $4,027-26.3% |
| Admin fee / account holder | $12,511 | $6,112+104.7% | $7,493+67.0% | $5,403+131.6% |