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 | $101,013 | $95,803+5.4% | $113,168-10.7% | $84,808+19.1% |
| Participation rate | 93.2% | 72.9%+20.4pp | 76.6%+16.7pp | 68.3%+24.9pp |
| Annual return | 22.84% | 25.00%-2.2pp | 24.27%-1.4pp | 40.90%-18.1pp |
| Employer contribution / active EE | $678 | $2,360-71.3% | $2,975-77.2% | $2,631-74.2% |
| Participant deferral / active EE | $6,486 | $4,242+52.9% | $5,107+27.0% | $4,212+54.0% |
| Admin fee / account holder | $14,997 | $8,989+66.8% | $12,068+24.3% | $7,344+104.2% |