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 | $89,719 | $86,929+3.2% | $102,423-12.4% | $80,856+11.0% |
| Participation rate | 81.0% | 72.4%+8.6pp | 76.5%+4.5pp | 67.6%+13.3pp |
| Annual return | 11.80% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $624 | $2,369-73.7% | $3,023-79.4% | $2,755-77.3% |
| Participant deferral / active EE | $4,160 | $4,118+1.0% | $5,053-17.7% | $4,296-3.2% |
| Admin fee / account holder | $9,044 | $8,049+12.4% | $9,451-4.3% | $6,918+30.7% |