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 | $92,586 | $81,460+13.7% | $103,333-10.4% | $80,856+14.5% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 10.48% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $569 | $3,105-81.7% | $3,868-85.3% | $2,755-79.3% |
| Participant deferral / active EE | $4,385 | $3,869+13.3% | $5,057-13.3% | $4,296+2.1% |
| Admin fee / account holder | $2,649 | $6,566-59.7% | $8,355-68.3% | $6,918-61.7% |