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 | $111,934 | $48,750+129.6% | $88,946+25.8% | $74,304+50.6% |
| Participation rate | 71.0% | 44.5%+26.5pp | 68.8%+2.2pp | 60.3%+10.7pp |
| Annual return | 28.68% | 25.91%+2.8pp | 57.82%-29.1pp | 29.43%-0.8pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,315 | $2,423+408.2% | $4,581+168.8% | $3,767+226.9% |
| Admin fee / account holder | $4,363 | $3,756+16.2% | $8,261-47.2% | $2,969+47.0% |