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 | $89,373 | $81,460+9.7% | $103,333-13.5% | $80,856+10.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 18.62% | 25.55%-6.9pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $471 | $3,105-84.8% | $3,868-87.8% | $2,755-82.9% |
| Participant deferral / active EE | $9,218 | $3,869+138.3% | $5,057+82.3% | $4,296+114.6% |
| Admin fee / account holder | $3,255 | $6,566-50.4% | $8,355-61.0% | $6,918-53.0% |