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 | $57,160 | $106,584-46.4% | $101,326-43.6% | $142,382-59.9% |
| Participation rate | 73.3% | 82.7%-9.4pp | 81.5%-8.2pp | 80.1%-6.8pp |
| Annual return | 18.28% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,649 | $8,297-31.9% | $7,994-29.3% | $6,507-13.2% |
| Admin fee / account holder | $4,942 | $11,446-56.8% | $11,185-55.8% | $12,624-60.9% |