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 | $102,072 | $72,277+41.2% | $101,248+0.8% | $79,858+27.8% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 13.84% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $498 | $2,692-81.5% | $3,660-86.4% | $2,471-79.8% |
| Participant deferral / active EE | $4,879 | $3,282+48.7% | $4,370+11.6% | $3,740+30.4% |
| Admin fee / account holder | $400 | $4,400-90.9% | $5,945-93.3% | $5,306-92.5% |