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 | $79,928 | $73,933+8.1% | $96,683-17.3% | $75,163+6.3% |
| Participation rate | 72.5% | 66.4%+6.1pp | 74.3%-1.8pp | 67.2%+5.3pp |
| Annual return | 15.13% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $553 | $2,928-81.1% | $3,737-85.2% | $2,670-79.3% |
| Participant deferral / active EE | $4,279 | $3,659+17.0% | $4,878-12.3% | $4,125+3.7% |
| Admin fee / account holder | $499 | $5,216-90.4% | $6,730-92.6% | $5,651-91.2% |