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 | $102,291 | $95,803+6.8% | $113,168-9.6% | $84,808+20.6% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 15.72% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.2pp |
| Employer contribution / active EE | $677 | $2,360-71.3% | $2,975-77.2% | $2,631-74.3% |
| Participant deferral / active EE | $4,570 | $4,242+7.7% | $5,107-10.5% | $4,212+8.5% |
| Admin fee / account holder | $8,126 | $8,989-9.6% | $12,068-32.7% | $7,344+10.6% |