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 | $88,727 | $95,803-7.4% | $113,168-21.6% | $84,808+4.6% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 13.80% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $681 | $2,360-71.1% | $2,975-77.1% | $2,631-74.1% |
| Participant deferral / active EE | $3,963 | $4,242-6.6% | $5,107-22.4% | $4,212-5.9% |
| Admin fee / account holder | $14,361 | $8,989+59.8% | $12,068+19.0% | $7,344+95.6% |