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 | $107,710 | $86,929+23.9% | $102,423+5.2% | $80,856+33.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.17% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $214 | $2,369-91.0% | $3,023-92.9% | $2,755-92.2% |
| Participant deferral / active EE | $7,860 | $4,118+90.8% | $5,053+55.6% | $4,296+83.0% |
| Admin fee / account holder | $6,777 | $8,049-15.8% | $9,451-28.3% | $6,918-2.0% |