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 | $80,994 | $60,892+33.0% | $82,389-1.7% | $84,808-4.5% |
| Participation rate | 80.4% | 63.3%+17.1pp | 69.5%+10.8pp | 68.3%+12.0pp |
| Annual return | 14.39% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,019 | $3,179-36.5% | $4,155-51.4% | $4,212-52.1% |
| Admin fee / account holder | $12,879 | $5,467+135.6% | $7,231+78.1% | $7,344+75.4% |