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 | $84,965 | $37,426+127.0% | $77,482+9.7% | $79,858+6.4% |
| Participation rate | 93.8% | 41.5%+52.2pp | 54.2%+39.6pp | 69.6%+24.1pp |
| Annual return | 20.46% | 39.70%-19.2pp | 54.79%-34.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,978 | $1,260+136.3% | $1,861+60.0% | $3,740-20.4% |
| Admin fee / account holder | $1,929 | $2,504-23.0% | $2,858-32.5% | $5,306-63.6% |