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 | $90,134 | $81,460+10.6% | $103,333-12.8% | $80,856+11.5% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 15.64% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,050 | $3,869+133.9% | $5,057+78.9% | $4,296+110.7% |
| Admin fee / account holder | $1,247 | $6,566-81.0% | $8,355-85.1% | $6,918-82.0% |