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 | $187,727 | $148,978+26.0% | $200,582-6.4% | $84,808+121.4% |
| Participation rate | 82.9% | 84.2%-1.4pp | 86.9%-4.0pp | 68.3%+14.5pp |
| Annual return | 14.52% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $724 | $4,815-85.0% | $6,419-88.7% | $2,631-72.5% |
| Participant deferral / active EE | $4,829 | $7,142-32.4% | $9,331-48.2% | $4,212+14.7% |
| Admin fee / account holder | $43,586 | $13,977+211.8% | $16,305+167.3% | $7,344+493.5% |