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 | $99,904 | $138,347-27.8% | $184,203-45.8% | $80,856+23.6% |
| Participation rate | 88.6% | 83.9%+4.8pp | 86.8%+1.8pp | 67.6%+21.0pp |
| Annual return | 13.80% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,073 | $4,850-77.9% | $6,427-83.3% | $2,755-61.1% |
| Participant deferral / active EE | $8,001 | $7,071+13.2% | $9,131-12.4% | $4,296+86.3% |
| Admin fee / account holder | $12,117 | $10,483+15.6% | $13,901-12.8% | $6,918+75.1% |