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 9-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 | $101,256 | $95,803+5.7% | $113,168-10.5% | $84,808+19.4% |
| Participation rate | 93.8% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.5pp |
| Annual return | 13.34% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $589 | $2,360-75.0% | $2,975-80.2% | $2,631-77.6% |
| Participant deferral / active EE | $4,154 | $4,242-2.1% | $5,107-18.7% | $4,212-1.4% |
| Admin fee / account holder | $13,766 | $8,989+53.2% | $12,068+14.1% | $7,344+87.5% |