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 | $98,876 | $65,041+52.0% | $90,951+8.7% | $79,858+23.8% |
| Participation rate | 95.6% | 61.6%+33.9pp | 69.0%+26.5pp | 69.6%+25.9pp |
| Annual return | 15.24% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,514 | $2,512+39.9% | $3,373+4.2% | $3,740-6.0% |
| Admin fee / account holder | $4,882 | $4,536+7.6% | $5,959-18.1% | $5,306-8.0% |