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 | $108,032 | $148,978-27.5% | $200,582-46.1% | $84,808+27.4% |
| Participation rate | 76.9% | 84.2%-7.3pp | 86.9%-10.0pp | 68.3%+8.6pp |
| Annual return | 14.05% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $755 | $4,815-84.3% | $6,419-88.2% | $2,631-71.3% |
| Participant deferral / active EE | $5,122 | $7,142-28.3% | $9,331-45.1% | $4,212+21.6% |
| Admin fee / account holder | $2,195 | $13,977-84.3% | $16,305-86.5% | $7,344-70.1% |