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 | $178,459 | $148,978+19.8% | $200,582-11.0% | $84,808+110.4% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 16.87% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $65 | $4,815-98.7% | $6,419-99.0% | $2,631-97.5% |
| Participant deferral / active EE | $5,815 | $7,142-18.6% | $9,331-37.7% | $4,212+38.1% |
| Admin fee / account holder | $6,060 | $13,977-56.6% | $16,305-62.8% | $7,344-17.5% |