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 | $101,590 | $148,978-31.8% | $200,582-49.4% | $84,808+19.8% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.8pp | 68.3%+27.4pp |
| Annual return | 13.43% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,077 | $4,815-77.6% | $6,419-83.2% | $2,631-59.1% |
| Participant deferral / active EE | $5,913 | $7,142-17.2% | $9,331-36.6% | $4,212+40.4% |
| Admin fee / account holder | $12,051 | $13,977-13.8% | $16,305-26.1% | $7,344+64.1% |