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 | $161,441 | $148,978+8.4% | $200,582-19.5% | $84,808+90.4% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 16.50% | 28.16%-11.7pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,344 | $4,815-72.1% | $6,419-79.1% | $2,631-48.9% |
| Participant deferral / active EE | $7,755 | $7,142+8.6% | $9,331-16.9% | $4,212+84.1% |
| Admin fee / account holder | $10,207 | $13,977-27.0% | $16,305-37.4% | $7,344+39.0% |