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 | $60,483 | $64,121-5.7% | $78,805-23.2% | $116,875-48.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 14.60% | 16.32%-1.7pp | -2.71%+17.3pp | 16.29%-1.7pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $3,637 | $2,757+31.9% | $3,584+1.5% | $3,885-6.4% |
| Admin fee / account holder | $4,231 | $5,745-26.3% | $5,677-25.5% | $12,263-65.5% |