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 | $116,788 | $71,050+64.4% | $93,606+24.8% | $80,856+44.4% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.2pp | 67.6%+18.3pp |
| Annual return | 15.97% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,386 | $4,034+33.5% | $4,411+22.1% | $4,296+25.4% |
| Admin fee / account holder | $6,229 | $6,945-10.3% | $8,285-24.8% | $6,918-10.0% |