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 | $116,737 | $148,978-21.6% | $200,582-41.8% | $84,808+37.6% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 18.84% | 28.16%-9.3pp | 42.33%-23.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,251 | $4,815-74.0% | $6,419-80.5% | $2,631-52.5% |
| Participant deferral / active EE | $5,928 | $7,142-17.0% | $9,331-36.5% | $4,212+40.8% |
| Admin fee / account holder | $7,211 | $13,977-48.4% | $16,305-55.8% | $7,344-1.8% |