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 | $111,614 | $110,257+1.2% | $96,544+15.6% | $139,434-20.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 14.46% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $652 | $3,620-82.0% | $2,965-78.0% | $4,751-86.3% |
| Participant deferral / active EE | $7,540 | $5,548+35.9% | $4,851+55.4% | $6,710+12.4% |
| Admin fee / account holder | $523 | $11,591-95.5% | $8,252-93.7% | $11,403-95.4% |