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 | $76,998 | $100,326-23.3% | $180,183-57.3% | $84,808-9.2% |
| Participation rate | 88.4% | 71.0%+17.4pp | 77.4%+10.9pp | 68.3%+20.1pp |
| Annual return | 20.22% | 17.86%+2.4pp | 27.86%-7.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $921 | $3,269-71.8% | $5,039-81.7% | $2,631-65.0% |
| Participant deferral / active EE | $5,249 | $5,066+3.6% | $6,822-23.1% | $4,212+24.6% |
| Admin fee / account holder | $6,158 | $9,674-36.3% | $19,975-69.2% | $7,344-16.1% |