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 | $209,444 | $127,065+64.8% | $113,168+85.1% | $142,382+47.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 10.86% | 24.03%-13.2pp | 24.27%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,840 | $5,716+37.1% | $5,107+53.5% | $6,507+20.5% |
| Admin fee / account holder | $2,531 | $15,736-83.9% | $12,068-79.0% | $12,624-80.0% |