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 | $97,138 | $86,286+12.6% | $111,297-12.7% | $85,850+13.1% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 22.03% | 19.99%+2.0pp | 54.65%-32.6pp | 318.53%-296.5pp |
| Employer contribution / active EE | $494 | $2,043-75.8% | $2,731-81.9% | $2,565-80.7% |
| Participant deferral / active EE | $3,617 | $3,641-0.6% | $4,487-19.4% | $3,952-8.5% |
| Admin fee / account holder | $6,570 | $8,188-19.8% | $7,964-17.5% | $6,260+5.0% |