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 | $86,062 | $123,793-30.5% | $177,821-51.6% | $79,858+7.8% |
| Participation rate | 74.1% | 84.7%-10.6pp | 87.7%-13.6pp | 69.6%+4.4pp |
| Annual return | 27.92% | 22.82%+5.1pp | 48.32%-20.4pp | 31.71%-3.8pp |
| Employer contribution / active EE | $975 | $4,095-76.2% | $5,918-83.5% | $2,471-60.5% |
| Participant deferral / active EE | $10,344 | $5,956+73.7% | $7,714+34.1% | $3,740+176.6% |
| Admin fee / account holder | $4,093 | $7,243-43.5% | $12,427-67.1% | $5,306-22.9% |