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 | $98,851 | $125,758-21.4% | $169,993-41.8% | $75,163+31.5% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 20.02% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,262 | $4,615-72.6% | $6,785-81.4% | $2,670-52.7% |
| Participant deferral / active EE | $8,059 | $6,837+17.9% | $10,408-22.6% | $4,125+95.4% |
| Admin fee / account holder | $1,705 | $8,173-79.1% | $12,815-86.7% | $5,651-69.8% |