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 | $138,016 | $78,422+76.0% | $95,952+43.8% | $79,858+72.8% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.3pp | 69.6%+15.7pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,182 | $3,440-7.5% | $4,167-23.6% | $3,740-14.9% |
| Admin fee / account holder | $4,144 | $5,622-26.3% | $6,795-39.0% | $5,306-21.9% |