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 | $133,926 | $138,347-3.2% | $184,203-27.3% | $80,856+65.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.6%+13.6pp |
| Annual return | 23.87% | 20.02%+3.8pp | 28.81%-4.9pp | 35.59%-11.7pp |
| Employer contribution / active EE | $1,279 | $4,850-73.6% | $6,427-80.1% | $2,755-53.6% |
| Participant deferral / active EE | $3,164 | $7,071-55.2% | $9,131-65.3% | $4,296-26.3% |
| Admin fee / account holder | $13,886 | $10,483+32.5% | $13,901-0.1% | $6,918+100.7% |