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 | $110,010 | $132,049-16.7% | $200,582-45.2% | $74,304+48.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 86.9%-1.2pp | 60.3%+25.4pp |
| Annual return | 18.78% | 22.22%-3.4pp | 42.33%-23.6pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,506 | $4,558-67.0% | $6,419-76.5% | $2,241-32.8% |
| Participant deferral / active EE | $6,793 | $7,213-5.8% | $9,331-27.2% | $3,767+80.3% |
| Admin fee / account holder | $10,741 | $2,405+346.7% | $16,305-34.1% | $2,969+261.8% |