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 | $90,513 | $87,733+3.2% | $106,548-15.0% | $85,850+5.4% |
| Participation rate | 75.4% | 71.9%+3.5pp | 76.1%-0.7pp | 69.3%+6.1pp |
| Annual return | 15.31% | 21.86%-6.5pp | 26.80%-11.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,207 | $3,469+21.3% | $4,398-4.3% | $3,952+6.5% |
| Admin fee / account holder | $2,318 | $6,767-65.8% | $7,407-68.7% | $6,260-63.0% |