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 | $82,454 | $59,101+39.5% | $77,163+6.9% | $75,163+9.7% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 16.65% | 26.71%-10.1pp | 37.87%-21.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $403 | $1,995-79.8% | $2,535-84.1% | $2,670-84.9% |
| Participant deferral / active EE | $3,095 | $2,999+3.2% | $3,833-19.3% | $4,125-25.0% |
| Admin fee / account holder | $3,092 | $4,774-35.2% | $5,472-43.5% | $5,651-45.3% |