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 | $80,178 | $73,933+8.4% | $96,683-17.1% | $75,163+6.7% |
| Participation rate | 78.1% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+10.9pp |
| Annual return | 14.49% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $723 | $2,928-75.3% | $3,737-80.6% | $2,670-72.9% |
| Participant deferral / active EE | $4,151 | $3,659+13.5% | $4,878-14.9% | $4,125+0.6% |
| Admin fee / account holder | $1,053 | $5,216-79.8% | $6,730-84.3% | $5,651-81.4% |