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 | $117,522 | $127,065-7.5% | $113,168+3.8% | $142,382-17.5% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 16.47% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $230 | $3,442-93.3% | $2,975-92.3% | $4,299-94.7% |
| Participant deferral / active EE | $4,932 | $5,716-13.7% | $5,107-3.4% | $6,507-24.2% |
| Admin fee / account holder | $22,162 | $15,736+40.8% | $12,068+83.7% | $12,624+75.6% |