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 | $98,974 | $109,359-9.5% | $162,163-39.0% | $72,985+35.6% |
| Participation rate | 83.0% | 84.3%-1.3pp | 87.6%-4.6pp | 69.5%+13.5pp |
| Annual return | 23.69% | 25.46%-1.8pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,175 | $3,907-69.9% | $5,614-79.1% | $2,440-51.8% |
| Participant deferral / active EE | $3,349 | $5,481-38.9% | $7,298-54.1% | $3,607-7.2% |
| Admin fee / account holder | $7,450 | $7,972-6.5% | $10,843-31.3% | $5,124+45.4% |