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 | $92,454 | $78,422+17.9% | $95,952-3.6% | $79,858+15.8% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 12.95% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $278 | $1,945-85.7% | $2,541-89.1% | $2,471-88.8% |
| Participant deferral / active EE | $5,845 | $3,440+69.9% | $4,167+40.3% | $3,740+56.3% |
| Admin fee / account holder | $8,318 | $5,622+48.0% | $6,795+22.4% | $5,306+56.8% |