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 | $86,204 | $83,477+3.3% | $125,175-31.1% | $72,985+18.1% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.5%+14.3pp |
| Annual return | 21.58% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,408 | $3,585+23.0% | $4,937-10.7% | $3,607+22.2% |
| Admin fee / account holder | $7,085 | $5,517+28.4% | $9,702-27.0% | $5,124+38.3% |