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 | $112,167 | $148,978-24.7% | $200,582-44.1% | $84,808+32.3% |
| Participation rate | 73.5% | 84.2%-10.7pp | 86.9%-13.4pp | 68.3%+5.2pp |
| Annual return | 14.98% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,489 | $4,815-69.1% | $6,419-76.8% | $2,631-43.4% |
| Participant deferral / active EE | $3,236 | $7,142-54.7% | $9,331-65.3% | $4,212-23.2% |
| Admin fee / account holder | $513 | $13,977-96.3% | $16,305-96.9% | $7,344-93.0% |