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 | $79,115 | $109,359-27.7% | $162,163-51.2% | $72,985+8.4% |
| Participation rate | 74.2% | 84.3%-10.1pp | 87.6%-13.4pp | 69.5%+4.7pp |
| Annual return | 23.30% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,372 | $5,481-20.2% | $7,298-40.1% | $3,607+21.2% |
| Admin fee / account holder | $7,627 | $7,972-4.3% | $10,843-29.7% | $5,124+48.8% |