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 | $96,638 | $148,978-35.1% | $200,582-51.8% | $84,808+14.0% |
| Participation rate | 83.7% | 84.2%-0.5pp | 86.9%-3.2pp | 68.3%+15.4pp |
| Annual return | 16.10% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,300 | $4,815-73.0% | $6,419-79.7% | $2,631-50.6% |
| Participant deferral / active EE | $6,269 | $7,142-12.2% | $9,331-32.8% | $4,212+48.9% |
| Admin fee / account holder | $11,335 | $13,977-18.9% | $16,305-30.5% | $7,344+54.4% |