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 | $105,880 | $227,396-53.4% | $442,409-76.1% | $116,875-9.4% |
| Participation rate | 90.7% | 85.7%+5.0pp | 88.0%+2.7pp | 74.5%+16.2pp |
| Annual return | 23.90% | 16.35%+7.6pp | 90.53%-66.6pp | 16.29%+7.6pp |
| Employer contribution / active EE | $1,088 | $5,244-79.3% | $7,697-85.9% | $3,288-66.9% |
| Participant deferral / active EE | $5,666 | $7,352-22.9% | $7,555-25.0% | $3,885+45.9% |
| Admin fee / account holder | $5,977 | $16,310-63.4% | $51,603-88.4% | $12,263-51.3% |