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 | $92,492 | $95,803-3.5% | $113,168-18.3% | $84,808+9.1% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 12.94% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | -$225 | $2,360-109.5% | $2,975-107.6% | $2,631-108.6% |
| Participant deferral / active EE | $2,815 | $4,242-33.6% | $5,107-44.9% | $4,212-33.2% |
| Admin fee / account holder | $5,325 | $8,989-40.8% | $12,068-55.9% | $7,344-27.5% |