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 | $101,963 | $167,484-39.1% | $151,611-32.7% | $134,475-24.2% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | 18.13% | 7.80%+10.3pp | 3.33%+14.8pp | 417.96%-399.8pp |
| Employer contribution / active EE | $1,257 | $6,829-81.6% | $6,166-79.6% | $4,740-73.5% |
| Participant deferral / active EE | $11,461 | $8,986+27.5% | $8,363+37.0% | $6,400+79.1% |
| Admin fee / account holder | $2,787 | $13,783-79.8% | $11,616-76.0% | $11,426-75.6% |