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 | $110,059 | $56,277+95.6% | $80,975+35.9% | $62,891+75.0% |
| Participation rate | 70.4% | 69.0%+1.4pp | 75.8%-5.4pp | 69.3%+1.1pp |
| Annual return | 9.32% | 22.12%-12.8pp | 17.10%-7.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $139 | $1,943-92.9% | $3,714-96.3% | $2,281-93.9% |
| Participant deferral / active EE | $6,972 | $4,195+66.2% | $5,696+22.4% | $3,203+117.7% |
| Admin fee / account holder | $8,083 | $3,741+116.1% | $5,516+46.5% | $4,296+88.2% |