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 | $98,383 | $95,803+2.7% | $113,168-13.1% | $84,808+16.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.79% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $515 | $2,360-78.2% | $2,975-82.7% | $2,631-80.4% |
| Participant deferral / active EE | $3,799 | $4,242-10.4% | $5,107-25.6% | $4,212-9.8% |
| Admin fee / account holder | $4,513 | $8,989-49.8% | $12,068-62.6% | $7,344-38.5% |