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 | $82,047 | $78,705+4.2% | $117,854-30.4% | $70,131+17.0% |
| Participation rate | 80.8% | 73.2%+7.6pp | 79.7%+1.1pp | 69.5%+11.2pp |
| Annual return | 17.63% | 23.30%-5.7pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,583 | $3,297+8.7% | $4,482-20.1% | $3,332+7.5% |
| Admin fee / account holder | $1,575 | $5,065-68.9% | $8,020-80.4% | $4,645-66.1% |