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 | $118,985 | $109,413+8.7% | $156,263-23.9% | $84,808+40.3% |
| Participation rate | 90.1% | 72.7%+17.4pp | 78.9%+11.2pp | 68.3%+21.8pp |
| Annual return | 16.60% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $718 | $2,907-75.3% | $4,333-83.4% | $2,631-72.7% |
| Participant deferral / active EE | $6,614 | $4,590+44.1% | $6,158+7.4% | $4,212+57.0% |
| Admin fee / account holder | $3,800 | $9,357-59.4% | $14,255-73.3% | $7,344-48.3% |