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 | $91,370 | $86,929+5.1% | $102,423-10.8% | $80,856+13.0% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 10.89% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $602 | $2,369-74.6% | $3,023-80.1% | $2,755-78.1% |
| Participant deferral / active EE | $2,868 | $4,118-30.4% | $5,053-43.2% | $4,296-33.2% |
| Admin fee / account holder | $1,957 | $8,049-75.7% | $9,451-79.3% | $6,918-71.7% |