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 | $152,730 | $93,571+63.2% | $135,903+12.4% | $75,163+103.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 25.32% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $662 | $3,537-81.3% | $4,856-86.4% | $2,670-75.2% |
| Participant deferral / active EE | $14,866 | $6,404+132.1% | $7,758+91.6% | $4,125+260.4% |
| Admin fee / account holder | $5,285 | $6,975-24.2% | $10,762-50.9% | $5,651-6.5% |