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 | $176,071 | $81,460+116.1% | $103,333+70.4% | $80,856+117.8% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 13.75% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $599 | $3,105-80.7% | $3,868-84.5% | $2,755-78.3% |
| Participant deferral / active EE | $3,251 | $3,869-16.0% | $5,057-35.7% | $4,296-24.3% |
| Admin fee / account holder | $26,548 | $6,566+304.3% | $8,355+217.8% | $6,918+283.8% |