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 | $110,187 | $95,803+15.0% | $113,168-2.6% | $84,808+29.9% |
| Participation rate | 70.5% | 72.9%-2.4pp | 76.6%-6.1pp | 68.3%+2.1pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $430 | $2,360-81.8% | $2,975-85.6% | $2,631-83.7% |
| Participant deferral / active EE | $4,302 | $4,242+1.4% | $5,107-15.8% | $4,212+2.2% |
| Admin fee / account holder | $1,143 | $8,989-87.3% | $12,068-90.5% | $7,344-84.4% |