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 | $96,897 | $95,803+1.1% | $113,168-14.4% | $84,808+14.3% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 12.41% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $430 | $2,360-81.8% | $2,975-85.6% | $2,631-83.7% |
| Participant deferral / active EE | $2,646 | $4,242-37.6% | $5,107-48.2% | $4,212-37.2% |
| Admin fee / account holder | $2,113 | $8,989-76.5% | $12,068-82.5% | $7,344-71.2% |