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 | $89,868 | $109,413-17.9% | $156,263-42.5% | $84,808+6.0% |
| Participation rate | 74.6% | 72.7%+1.9pp | 78.9%-4.3pp | 68.3%+6.3pp |
| Annual return | 18.83% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $663 | $2,907-77.2% | $4,333-84.7% | $2,631-74.8% |
| Participant deferral / active EE | $2,378 | $4,590-48.2% | $6,158-61.4% | $4,212-43.5% |
| Admin fee / account holder | $2,497 | $9,357-73.3% | $14,255-82.5% | $7,344-66.0% |