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 | $97,190 | $123,793-21.5% | $177,821-45.3% | $79,858+21.7% |
| Participation rate | 92.1% | 84.7%+7.4pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 14.77% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $965 | $4,095-76.4% | $5,918-83.7% | $2,471-60.9% |
| Participant deferral / active EE | $5,300 | $5,956-11.0% | $7,714-31.3% | $3,740+41.7% |
| Admin fee / account holder | $2,289 | $7,243-68.4% | $12,427-81.6% | $5,306-56.9% |