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 | $90,933 | $72,492+25.4% | $87,100+4.4% | $72,985+24.6% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 20.20% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,613 | $3,270+10.5% | $4,049-10.8% | $3,607+0.2% |
| Admin fee / account holder | $26,216 | $5,055+418.6% | $7,497+249.7% | $5,124+411.6% |