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 | $90,609 | $80,138+13.1% | $130,231-30.4% | $71,457+26.8% |
| Participation rate | 71.8% | 71.0%+0.8pp | 76.3%-4.4pp | 67.9%+3.9pp |
| Annual return | 19.49% | 16.81%+2.7pp | 38.77%-19.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $763 | $2,834-73.1% | $4,126-81.5% | $2,588-70.5% |
| Participant deferral / active EE | $2,659 | $4,641-42.7% | $6,799-60.9% | $4,289-38.0% |
| Admin fee / account holder | $19,232 | $1,035+1758.6% | $6,020+219.5% | $1,587+1111.6% |