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 | $130,641 | $94,625+38.1% | $116,228+12.4% | $84,808+54.0% |
| Participation rate | 91.2% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.9pp |
| Annual return | 12.54% | 20.40%-7.9pp | 90.06%-77.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $364 | $2,347-84.5% | $2,994-87.8% | $2,631-86.2% |
| Participant deferral / active EE | $3,227 | $3,972-18.7% | $4,953-34.8% | $4,212-23.4% |
| Admin fee / account holder | $22,620 | $10,091+124.2% | $11,989+88.7% | $7,344+208.0% |