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 | $90,082 | $91,552-1.6% | $133,956-32.8% | $79,858+12.8% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+3.9pp |
| Annual return | 11.39% | 61.85%-50.5pp | 45.09%-33.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $362 | $2,384-84.8% | $3,919-90.8% | $2,471-85.3% |
| Participant deferral / active EE | $2,657 | $3,733-28.8% | $5,048-47.4% | $3,740-29.0% |
| Admin fee / account holder | $13,423 | $6,321+112.4% | $8,927+50.4% | $5,306+153.0% |