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 | $169,562 | $148,978+13.8% | $200,582-15.5% | $84,808+99.9% |
| Participation rate | 79.5% | 84.2%-4.8pp | 86.9%-7.4pp | 68.3%+11.1pp |
| Annual return | 14.14% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,559 | $4,815-67.6% | $6,419-75.7% | $2,631-40.7% |
| Participant deferral / active EE | $5,561 | $7,142-22.1% | $9,331-40.4% | $4,212+32.0% |
| Admin fee / account holder | $8,847 | $13,977-36.7% | $16,305-45.7% | $7,344+20.5% |