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 | $99,028 | $138,347-28.4% | $184,203-46.2% | $80,856+22.5% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.6%+8.2pp |
| Annual return | 21.61% | 20.02%+1.6pp | 28.81%-7.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,186 | $4,850-75.5% | $6,427-81.5% | $2,755-56.9% |
| Participant deferral / active EE | $5,765 | $7,071-18.5% | $9,131-36.9% | $4,296+34.2% |
| Admin fee / account holder | $14,770 | $10,483+40.9% | $13,901+6.3% | $6,918+113.5% |