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 | $88,120 | $153,772-42.7% | $133,980-34.2% | $273,961-67.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.45% | 36.51%-22.1pp | 29.30%-14.8pp | 41.45%-27.0pp |
| Employer contribution / active EE | $1,022 | $6,029-83.1% | $5,211-80.4% | $4,869-79.0% |
| Participant deferral / active EE | $8,184 | $6,958+17.6% | $6,282+30.3% | $5,287+54.8% |
| Admin fee / account holder | $2,582 | $11,765-78.1% | $9,324-72.3% | $10,132-74.5% |