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 | $97,751 | $80,673+21.2% | $101,326-3.5% | $84,808+15.3% |
| Participation rate | 96.7% | 77.8%+18.9pp | 81.5%+15.2pp | 68.3%+28.4pp |
| Annual return | 20.69% | 38.95%-18.3pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,108 | $6,840+106.2% | $7,994+76.5% | $4,212+235.0% |
| Admin fee / account holder | $10,771 | $12,784-15.8% | $11,185-3.7% | $7,344+46.7% |