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 | $118,434 | $86,929+36.2% | $102,423+15.6% | $80,856+46.5% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.6%+29.9pp |
| Annual return | 11.77% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $678 | $2,369-71.4% | $3,023-77.6% | $2,755-75.4% |
| Participant deferral / active EE | $6,130 | $4,118+48.8% | $5,053+21.3% | $4,296+42.7% |
| Admin fee / account holder | $4,407 | $8,049-45.2% | $9,451-53.4% | $6,918-36.3% |