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 | $81,771 | $80,968+1.0% | $96,544-15.3% | $75,163+8.8% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 19.47% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,413 | $3,928+63.3% | $4,851+32.2% | $4,125+55.5% |
| Admin fee / account holder | $27,933 | $6,724+315.4% | $8,252+238.5% | $5,651+394.3% |