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 | $76,639 | $49,227+55.7% | $70,449+8.8% | $79,858-4.0% |
| Participation rate | 94.3% | 69.2%+25.2pp | 75.1%+19.3pp | 69.6%+24.7pp |
| Annual return | 19.72% | 30.06%-10.3pp | 109.03%-89.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | -$18 | $2,099-100.8% | $2,737-100.6% | $2,471-100.7% |
| Participant deferral / active EE | $1,721 | $2,768-37.8% | $3,709-53.6% | $3,740-54.0% |
| Admin fee / account holder | $1,120 | $2,878-61.1% | $3,845-70.9% | $5,306-78.9% |