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 | $61,271 | $72,277-15.2% | $101,248-39.5% | $79,858-23.3% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 17.30% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,749 | $3,282+44.7% | $4,370+8.7% | $3,740+27.0% |
| Admin fee / account holder | $5,976 | $4,400+35.8% | $5,945+0.5% | $5,306+12.6% |