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 | $85,905 | $95,803-10.3% | $113,168-24.1% | $84,808+1.3% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 14.97% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $551 | $2,360-76.6% | $2,975-81.5% | $2,631-79.0% |
| Participant deferral / active EE | $4,739 | $4,242+11.7% | $5,107-7.2% | $4,212+12.5% |
| Admin fee / account holder | $3,934 | $8,989-56.2% | $12,068-67.4% | $7,344-46.4% |