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 | $76,188 | $71,050+7.2% | $93,606-18.6% | $80,856-5.8% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.8pp |
| Annual return | 14.90% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $175 | $1,564-88.8% | $2,420-92.7% | $2,755-93.6% |
| Participant deferral / active EE | $4,605 | $4,034+14.2% | $4,411+4.4% | $4,296+7.2% |
| Admin fee / account holder | $1,490 | $6,945-78.5% | $8,285-82.0% | $6,918-78.5% |