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 | $89,452 | $71,883+24.4% | $86,677+3.2% | $68,494+30.6% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | 4.34% | 3.52%+0.8pp | 35.91%-31.6pp | -7.84%+12.2pp |
| Employer contribution / active EE | -$46 | $2,173-102.1% | $2,836-101.6% | $2,596-101.8% |
| Participant deferral / active EE | $5,145 | $3,779+36.2% | $4,656+10.5% | $4,027+27.8% |
| Admin fee / account holder | $8,374 | $6,112+37.0% | $7,493+11.8% | $5,403+55.0% |