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 | $82,504 | $86,929-5.1% | $102,423-19.4% | $80,856+2.0% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.6%+5.5pp |
| Annual return | 16.56% | 18.88%-2.3pp | 29.32%-12.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $589 | $2,369-75.1% | $3,023-80.5% | $2,755-78.6% |
| Participant deferral / active EE | $3,209 | $4,118-22.1% | $5,053-36.5% | $4,296-25.3% |
| Admin fee / account holder | $10,778 | $8,049+33.9% | $9,451+14.0% | $6,918+55.8% |