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 | $93,910 | $72,277+29.9% | $101,248-7.2% | $79,858+17.6% |
| Participation rate | 77.0% | 68.5%+8.6pp | 75.8%+1.2pp | 69.6%+7.4pp |
| Annual return | 18.01% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $459 | $2,692-82.9% | $3,660-87.5% | $2,471-81.4% |
| Participant deferral / active EE | $6,276 | $3,282+91.2% | $4,370+43.6% | $3,740+67.8% |
| Admin fee / account holder | $4,627 | $4,400+5.1% | $5,945-22.2% | $5,306-12.8% |