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 | $67,046 | $106,515-37.1% | $96,683-30.7% | $139,434-51.9% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 11.03% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,425 | $5,454-18.9% | $4,878-9.3% | $6,710-34.1% |
| Admin fee / account holder | $4,462 | $7,877-43.4% | $6,730-33.7% | $11,403-60.9% |