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 | $88,615 | $81,460+8.8% | $103,333-14.2% | $80,856+9.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 10.45% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,054 | $3,869+4.8% | $5,057-19.8% | $4,296-5.6% |
| Admin fee / account holder | $6,903 | $6,566+5.1% | $8,355-17.4% | $6,918-0.2% |