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 | $104,419 | $80,968+29.0% | $96,544+8.2% | $75,163+38.9% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 12.72% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $618 | $2,282-72.9% | $2,965-79.1% | $2,670-76.8% |
| Participant deferral / active EE | $5,653 | $3,928+43.9% | $4,851+16.5% | $4,125+37.1% |
| Admin fee / account holder | $3,094 | $6,724-54.0% | $8,252-62.5% | $5,651-45.3% |