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 | $80,725 | $83,477-3.3% | $125,175-35.5% | $72,985+10.6% |
| Participation rate | 87.7% | 73.3%+14.4pp | 79.8%+7.9pp | 69.5%+18.2pp |
| Annual return | 27.97% | 25.78%+2.2pp | 43.79%-15.8pp | 81.00%-53.0pp |
| Employer contribution / active EE | $105 | $2,345-95.5% | $3,865-97.3% | $2,440-95.7% |
| Participant deferral / active EE | $1,961 | $3,585-45.3% | $4,937-60.3% | $3,607-45.6% |
| Admin fee / account holder | $1,083 | $5,517-80.4% | $9,702-88.8% | $5,124-78.9% |