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 | $71,297 | $49,227+44.8% | $70,449+1.2% | $79,858-10.7% |
| Participation rate | 73.3% | 69.2%+4.2pp | 75.1%-1.7pp | 69.6%+3.7pp |
| Annual return | 13.13% | 30.06%-16.9pp | 109.03%-95.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $200 | $2,099-90.5% | $2,737-92.7% | $2,471-91.9% |
| Participant deferral / active EE | $2,344 | $2,768-15.3% | $3,709-36.8% | $3,740-37.3% |
| Admin fee / account holder | $13,585 | $2,878+372.0% | $3,845+253.3% | $5,306+156.0% |