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 | $107,183 | $86,929+23.3% | $102,423+4.6% | $80,856+32.6% |
| Participation rate | 98.9% | 72.4%+26.5pp | 76.5%+22.4pp | 67.6%+31.2pp |
| Annual return | 14.69% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $639 | $2,369-73.0% | $3,023-78.9% | $2,755-76.8% |
| Participant deferral / active EE | $4,811 | $4,118+16.8% | $5,053-4.8% | $4,296+12.0% |
| Admin fee / account holder | $9,481 | $8,049+17.8% | $9,451+0.3% | $6,918+37.1% |