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 | $129,643 | $78,422+65.3% | $95,952+35.1% | $79,858+62.3% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $420 | $1,945-78.4% | $2,541-83.5% | $2,471-83.0% |
| Participant deferral / active EE | $4,198 | $3,440+22.0% | $4,167+0.7% | $3,740+12.2% |
| Admin fee / account holder | $2,159 | $5,622-61.6% | $6,795-68.2% | $5,306-59.3% |