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 | $82,434 | $56,897+44.9% | $84,750-2.7% | $62,891+31.1% |
| Participation rate | 85.4% | 68.5%+16.8pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,716 | $2,709+74.1% | $3,712+27.1% | $3,203+47.3% |
| Admin fee / account holder | $1,712 | $3,581-52.2% | $5,332-67.9% | $4,296-60.1% |