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 | $98,365 | $93,571+5.1% | $135,903-27.6% | $75,163+30.9% |
| Participation rate | 89.1% | 75.2%+14.0pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 24.18% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,134 | $6,404+105.1% | $7,758+69.3% | $4,125+218.4% |
| Admin fee / account holder | $5,601 | $6,975-19.7% | $10,762-48.0% | $5,651-0.9% |