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 | $105,955 | $125,758-15.7% | $169,993-37.7% | $75,163+41.0% |
| Participation rate | 84.8% | 83.6%+1.3pp | 87.0%-2.2pp | 67.2%+17.7pp |
| Annual return | 17.28% | 27.20%-9.9pp | 53.37%-36.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,157 | $4,615-74.9% | $6,785-83.0% | $2,670-56.7% |
| Participant deferral / active EE | $7,055 | $6,837+3.2% | $10,408-32.2% | $4,125+71.0% |
| Admin fee / account holder | $3,682 | $8,173-55.0% | $12,815-71.3% | $5,651-34.8% |