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 | $95,349 | $109,881-13.2% | $150,045-36.5% | $84,808+12.4% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 15.67% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $504 | $3,561-85.8% | $4,693-89.3% | $2,631-80.8% |
| Participant deferral / active EE | $4,364 | $6,636-34.2% | $7,997-45.4% | $4,212+3.6% |
| Admin fee / account holder | $1,164 | $8,568-86.4% | $13,435-91.3% | $7,344-84.2% |