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 | $132,215 | $95,803+38.0% | $113,168+16.8% | $84,808+55.9% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.4pp |
| Annual return | 18.33% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $594 | $2,360-74.8% | $2,975-80.0% | $2,631-77.4% |
| Participant deferral / active EE | $5,011 | $4,242+18.1% | $5,107-1.9% | $4,212+19.0% |
| Admin fee / account holder | $19,135 | $8,989+112.9% | $12,068+58.6% | $7,344+160.6% |