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 | $167,214 | $138,347+20.9% | $184,203-9.2% | $80,856+106.8% |
| Participation rate | 87.3% | 83.9%+3.4pp | 86.8%+0.5pp | 67.6%+19.7pp |
| Annual return | 11.88% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $821 | $4,850-83.1% | $6,427-87.2% | $2,755-70.2% |
| Participant deferral / active EE | $4,382 | $7,071-38.0% | $9,131-52.0% | $4,296+2.0% |
| Admin fee / account holder | $6,228 | $10,483-40.6% | $13,901-55.2% | $6,918-10.0% |