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 | $104,110 | $99,341+4.8% | $84,750+22.8% | $273,961-62.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 5.90% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $417 | $4,214-90.1% | $3,574-88.3% | $4,869-91.4% |
| Participant deferral / active EE | $3,254 | $4,269-23.8% | $3,712-12.3% | $5,287-38.5% |
| Admin fee / account holder | $1,711 | $6,644-74.2% | $5,332-67.9% | $10,132-83.1% |