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 | $120,361 | $123,793-2.8% | $177,821-32.3% | $79,858+50.7% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 20.25% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,209 | $4,095-70.5% | $5,918-79.6% | $2,471-51.1% |
| Participant deferral / active EE | $7,934 | $5,956+33.2% | $7,714+2.8% | $3,740+112.1% |
| Admin fee / account holder | $2,564 | $7,243-64.6% | $12,427-79.4% | $5,306-51.7% |