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 | $238,620 | $93,571+155.0% | $135,903+75.6% | $75,163+217.5% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 16.05% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $219 | $3,537-93.8% | $4,856-95.5% | $2,670-91.8% |
| Participant deferral / active EE | $4,555 | $6,404-28.9% | $7,758-41.3% | $4,125+10.4% |
| Admin fee / account holder | $12,513 | $6,975+79.4% | $10,762+16.3% | $5,651+121.4% |