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 | $110,163 | $153,772-28.4% | $133,980-17.8% | $273,961-59.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.28% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,085 | $6,029-82.0% | $5,211-79.2% | $4,869-77.7% |
| Participant deferral / active EE | $10,126 | $6,958+45.5% | $6,282+61.2% | $5,287+91.5% |
| Admin fee / account holder | $768 | $11,765-93.5% | $9,324-91.8% | $10,132-92.4% |