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 | $193,387 | $123,793+56.2% | $177,821+8.8% | $79,858+142.2% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 20.76% | 22.82%-2.1pp | 48.32%-27.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,195 | $4,095-70.8% | $5,918-79.8% | $2,471-51.6% |
| Participant deferral / active EE | $11,927 | $5,956+100.2% | $7,714+54.6% | $3,740+218.9% |
| Admin fee / account holder | $1,797 | $7,243-75.2% | $12,427-85.5% | $5,306-66.1% |