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 | $114,941 | $109,881+4.6% | $150,045-23.4% | $84,808+35.5% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 21.67% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $408 | $3,561-88.6% | $4,693-91.3% | $2,631-84.5% |
| Participant deferral / active EE | $4,345 | $6,636-34.5% | $7,997-45.7% | $4,212+3.2% |
| Admin fee / account holder | $17,379 | $8,568+102.8% | $13,435+29.4% | $7,344+136.7% |