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 | $118,158 | $109,881+7.5% | $150,045-21.3% | $84,808+39.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $703 | $3,561-80.3% | $4,693-85.0% | $2,631-73.3% |
| Participant deferral / active EE | $5,633 | $6,636-15.1% | $7,997-29.6% | $4,212+33.8% |
| Admin fee / account holder | $20,786 | $8,568+142.6% | $13,435+54.7% | $7,344+183.0% |