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 | $92,910 | $148,978-37.6% | $200,582-53.7% | $84,808+9.6% |
| Participation rate | 73.7% | 84.2%-10.5pp | 86.9%-13.2pp | 68.3%+5.4pp |
| Annual return | 14.19% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,571 | $4,815-67.4% | $6,419-75.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,753 | $7,142-47.4% | $9,331-59.8% | $4,212-10.9% |
| Admin fee / account holder | $16,277 | $13,977+16.5% | $16,305-0.2% | $7,344+121.6% |