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 | $102,701 | $91,552+12.2% | $133,956-23.3% | $79,858+28.6% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.6pp | 69.6%+9.6pp |
| Annual return | 11.24% | 61.85%-50.6pp | 45.09%-33.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,564 | $3,733-4.5% | $5,048-29.4% | $3,740-4.7% |
| Admin fee / account holder | $3,443 | $6,321-45.5% | $8,927-61.4% | $5,306-35.1% |