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 | $79,381 | $78,672+0.9% | $109,143-27.3% | $85,850-7.5% |
| Participation rate | 91.2% | 68.3%+23.0pp | 75.9%+15.4pp | 69.3%+21.9pp |
| Annual return | 28.28% | 25.09%+3.2pp | 25.75%+2.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $530 | $2,735-80.6% | $3,722-85.7% | $2,565-79.3% |
| Participant deferral / active EE | $5,602 | $3,467+61.6% | $4,653+20.4% | $3,952+41.8% |
| Admin fee / account holder | $3,543 | $5,469-35.2% | $6,752-47.5% | $6,260-43.4% |