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 | $91,365 | $86,929+5.1% | $102,423-10.8% | $80,856+13.0% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.6%+19.2pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $680 | $2,369-71.3% | $3,023-77.5% | $2,755-75.3% |
| Participant deferral / active EE | $3,779 | $4,118-8.2% | $5,053-25.2% | $4,296-12.0% |
| Admin fee / account holder | $21,238 | $8,049+163.9% | $9,451+124.7% | $6,918+207.0% |