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 | $131,447 | $138,347-5.0% | $184,203-28.6% | $80,856+62.6% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 23.17% | 20.02%+3.2pp | 28.81%-5.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,386 | $4,850-71.4% | $6,427-78.4% | $2,755-49.7% |
| Participant deferral / active EE | $7,794 | $7,071+10.2% | $9,131-14.6% | $4,296+81.4% |
| Admin fee / account holder | $22,485 | $10,483+114.5% | $13,901+61.8% | $6,918+225.0% |