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 | $110,076 | $86,929+26.6% | $102,423+7.5% | $80,856+36.1% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.6%+6.8pp |
| Annual return | 10.68% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $487 | $2,369-79.4% | $3,023-83.9% | $2,755-82.3% |
| Participant deferral / active EE | $3,458 | $4,118-16.0% | $5,053-31.6% | $4,296-19.5% |
| Admin fee / account holder | $9,416 | $8,049+17.0% | $9,451-0.4% | $6,918+36.1% |