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 | $166,522 | $95,803+73.8% | $113,168+47.1% | $84,808+96.4% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 68.3%+21.3pp |
| Annual return | 14.89% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $653 | $2,360-72.3% | $2,975-78.0% | $2,631-75.2% |
| Participant deferral / active EE | $5,664 | $4,242+33.5% | $5,107+10.9% | $4,212+34.5% |
| Admin fee / account holder | $13,485 | $8,989+50.0% | $12,068+11.7% | $7,344+83.6% |