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 | $79,700 | $109,881-27.5% | $150,045-46.9% | $84,808-6.0% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 19.01% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $602 | $3,561-83.1% | $4,693-87.2% | $2,631-77.1% |
| Participant deferral / active EE | $5,002 | $6,636-24.6% | $7,997-37.5% | $4,212+18.8% |
| Admin fee / account holder | $6,072 | $8,568-29.1% | $13,435-54.8% | $7,344-17.3% |