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 | $117,676 | $80,717+45.8% | $154,803-24.0% | $84,808+38.8% |
| Participation rate | 79.1% | 66.8%+12.3pp | 78.1%+1.0pp | 68.3%+10.8pp |
| Annual return | 14.87% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,830 | $3,303+15.9% | $5,540-30.9% | $4,212-9.1% |
| Admin fee / account holder | $1,855 | $6,746-72.5% | $14,329-87.1% | $7,344-74.7% |