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 | $129,336 | $109,413+18.2% | $156,263-17.2% | $84,808+52.5% |
| Participation rate | 73.2% | 72.7%+0.5pp | 78.9%-5.7pp | 68.3%+4.9pp |
| Annual return | 18.52% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $584 | $2,907-79.9% | $4,333-86.5% | $2,631-77.8% |
| Participant deferral / active EE | $3,864 | $4,590-15.8% | $6,158-37.3% | $4,212-8.3% |
| Admin fee / account holder | $2,595 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |