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 | $86,625 | $80,968+7.0% | $96,544-10.3% | $75,163+15.2% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 18.28% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $551 | $2,282-75.9% | $2,965-81.4% | $2,670-79.4% |
| Participant deferral / active EE | $2,620 | $3,928-33.3% | $4,851-46.0% | $4,125-36.5% |
| Admin fee / account holder | $3,004 | $6,724-55.3% | $8,252-63.6% | $5,651-46.8% |