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 | $103,811 | $91,552+13.4% | $133,956-22.5% | $79,858+30.0% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.4pp | 69.6%+8.8pp |
| Annual return | 23.45% | 61.85%-38.4pp | 45.09%-21.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $507 | $2,384-78.7% | $3,919-87.1% | $2,471-79.5% |
| Participant deferral / active EE | $3,617 | $3,733-3.1% | $5,048-28.3% | $3,740-3.3% |
| Admin fee / account holder | $7,387 | $6,321+16.9% | $8,927-17.3% | $5,306+39.2% |