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 | $111,417 | $65,365+70.5% | $92,893+19.9% | $72,985+52.7% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.0%+0.7pp | 69.5%+7.2pp |
| Annual return | 19.65% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $422 | $2,594-83.7% | $3,653-88.5% | $2,440-82.7% |
| Participant deferral / active EE | $2,887 | $3,128-7.7% | $4,236-31.9% | $3,607-20.0% |
| Admin fee / account holder | $2,321 | $4,251-45.4% | $5,794-59.9% | $5,124-54.7% |