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 | $73,901 | $95,803-22.9% | $113,168-34.7% | $84,808-12.9% |
| Participation rate | 78.7% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.4pp |
| Annual return | 14.82% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,050 | $4,242-28.1% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $8,923 | $8,989-0.7% | $12,068-26.1% | $7,344+21.5% |