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 | $81,822 | $124,281-34.2% | $109,143-25.0% | $167,490-51.1% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.9%+8.3pp | 82.1%+2.1pp |
| Annual return | 17.20% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,215 | $5,255+37.3% | $4,653+55.1% | $6,341+13.8% |
| Admin fee / account holder | $878 | $7,970-89.0% | $6,752-87.0% | $12,309-92.9% |