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 9-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 | $67,537 | $53,822+25.5% | $75,696-10.8% | $85,850-21.3% |
| Participation rate | 93.2% | 69.1%+24.2pp | 74.8%+18.4pp | 69.3%+23.9pp |
| Annual return | 28.47% | 24.54%+3.9pp | 104.53%-76.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,191 | $2,895+10.2% | $3,821-16.5% | $3,952-19.2% |
| Admin fee / account holder | $5,095 | $3,343+52.4% | $3,619+40.8% | $6,260-18.6% |