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 | $112,458 | $91,552+22.8% | $133,956-16.0% | $79,858+40.8% |
| Participation rate | 76.2% | 73.3%+2.8pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 16.78% | 61.85%-45.1pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $151 | $2,384-93.7% | $3,919-96.1% | $2,471-93.9% |
| Participant deferral / active EE | $3,909 | $3,733+4.7% | $5,048-22.6% | $3,740+4.5% |
| Admin fee / account holder | $4,799 | $6,321-24.1% | $8,927-46.2% | $5,306-9.6% |