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 | $97,998 | $72,492+35.2% | $87,100+12.5% | $72,985+34.3% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 17.03% | 24.46%-7.4pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $153 | $1,894-91.9% | $2,521-94.0% | $2,440-93.7% |
| Participant deferral / active EE | $2,690 | $3,270-17.7% | $4,049-33.5% | $3,607-25.4% |
| Admin fee / account holder | $9,556 | $5,055+89.0% | $7,497+27.5% | $5,124+86.5% |