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 | $80,561 | $77,503+3.9% | $100,391-19.8% | $80,856-0.4% |
| Participation rate | 86.2% | 76.9%+9.3pp | 81.5%+4.7pp | 67.6%+18.6pp |
| Annual return | 15.33% | 37.20%-21.9pp | 49.20%-33.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $11 | $2,801-99.6% | $3,942-99.7% | $2,755-99.6% |
| Participant deferral / active EE | $16,269 | $6,820+138.5% | $8,082+101.3% | $4,296+278.7% |
| Admin fee / account holder | $16,610 | $5,897+181.7% | $7,899+110.3% | $6,918+140.1% |