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 | $79,618 | $86,929-8.4% | $102,423-22.3% | $80,856-1.5% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 12.04% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $629 | $2,369-73.5% | $3,023-79.2% | $2,755-77.2% |
| Participant deferral / active EE | $5,232 | $4,118+27.0% | $5,053+3.5% | $4,296+21.8% |
| Admin fee / account holder | $1,615 | $8,049-79.9% | $9,451-82.9% | $6,918-76.7% |