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 | $76,607 | $109,881-30.3% | $150,045-48.9% | $84,808-9.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $625 | $3,561-82.4% | $4,693-86.7% | $2,631-76.2% |
| Participant deferral / active EE | $9,442 | $6,636+42.3% | $7,997+18.1% | $4,212+124.2% |
| Admin fee / account holder | $5,282 | $8,568-38.4% | $13,435-60.7% | $7,344-28.1% |