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 | $97,177 | $101,724-4.5% | $164,813-41.0% | $80,856+20.2% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | 17.09% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $632 | $2,953-78.6% | $4,341-85.4% | $2,755-77.1% |
| Participant deferral / active EE | $3,593 | $4,477-19.7% | $6,031-40.4% | $4,296-16.4% |
| Admin fee / account holder | $1,820 | $8,227-77.9% | $12,690-85.7% | $6,918-73.7% |