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 | $158,575 | $149,734+5.9% | $118,925+33.3% | $158,922-0.2% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 16.13% | 19.95%-3.8pp | 35.88%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,464 | $5,223-72.0% | $4,265-65.7% | $5,982-75.5% |
| Admin fee / account holder | $3,990 | $8,603-53.6% | $6,581-39.4% | $11,246-64.5% |