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 | $78,378 | $65,365+19.9% | $92,893-15.6% | $72,985+7.4% |
| Participation rate | 70.6% | 68.3%+2.3pp | 76.0%-5.4pp | 69.5%+1.1pp |
| Annual return | 21.24% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,744 | $3,128+51.7% | $4,236+12.0% | $3,607+31.5% |
| Admin fee / account holder | $450 | $4,251-89.4% | $5,794-92.2% | $5,124-91.2% |