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 | $103,701 | $72,277+43.5% | $101,248+2.4% | $79,858+29.9% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 14.25% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,917 | $3,282+110.8% | $4,370+58.3% | $3,740+84.9% |
| Admin fee / account holder | $1,658 | $4,400-62.3% | $5,945-72.1% | $5,306-68.8% |