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 | $82,816 | $77,314+7.1% | $177,989-53.5% | $80,856+2.4% |
| Participation rate | 72.7% | 65.7%+7.0pp | 77.1%-4.4pp | 67.6%+5.1pp |
| Annual return | 15.22% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $350 | $2,292-84.7% | $3,949-91.1% | $2,755-87.3% |
| Participant deferral / active EE | $2,301 | $4,411-47.8% | $6,276-63.3% | $4,296-46.4% |
| Admin fee / account holder | $9,586 | $7,191+33.3% | $10,363-7.5% | $6,918+38.6% |