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 | $92,037 | $83,477+10.3% | $125,175-26.5% | $72,985+26.1% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.5%+6.4pp |
| Annual return | 26.02% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,636 | $3,585+1.4% | $4,937-26.4% | $3,607+0.8% |
| Admin fee / account holder | $1,278 | $5,517-76.8% | $9,702-86.8% | $5,124-75.1% |