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 | $120,780 | $89,753+34.6% | $107,525+12.3% | $84,808+42.4% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $516 | $3,113-83.4% | $3,754-86.3% | $2,631-80.4% |
| Participant deferral / active EE | $4,522 | $4,056+11.5% | $5,116-11.6% | $4,212+7.4% |
| Admin fee / account holder | $6,294 | $7,222-12.9% | $8,919-29.4% | $7,344-14.3% |