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 | $141,473 | $138,347+2.3% | $184,203-23.2% | $80,856+75.0% |
| Participation rate | 81.4% | 83.9%-2.4pp | 86.8%-5.4pp | 67.6%+13.8pp |
| Annual return | 21.66% | 20.02%+1.6pp | 28.81%-7.2pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,098 | $4,850-77.4% | $6,427-82.9% | $2,755-60.1% |
| Participant deferral / active EE | $16,265 | $7,071+130.0% | $9,131+78.1% | $4,296+278.6% |
| Admin fee / account holder | $11,386 | $10,483+8.6% | $13,901-18.1% | $6,918+64.6% |