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 | $106,384 | $95,803+11.0% | $113,168-6.0% | $84,808+25.4% |
| Participation rate | 81.1% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 14.43% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $514 | $2,360-78.2% | $2,975-82.7% | $2,631-80.4% |
| Participant deferral / active EE | $3,952 | $4,242-6.8% | $5,107-22.6% | $4,212-6.2% |
| Admin fee / account holder | $11,272 | $8,989+25.4% | $12,068-6.6% | $7,344+53.5% |