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 | $107,177 | $95,803+11.9% | $113,168-5.3% | $84,808+26.4% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.1pp |
| Annual return | 15.66% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $631 | $2,360-73.3% | $2,975-78.8% | $2,631-76.0% |
| Participant deferral / active EE | $3,060 | $4,242-27.9% | $5,107-40.1% | $4,212-27.3% |
| Admin fee / account holder | $3,104 | $8,989-65.5% | $12,068-74.3% | $7,344-57.7% |