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 | $126,398 | $54,726+131.0% | $68,793+83.7% | $64,186+96.9% |
| Participation rate | 92.0% | 68.0%+24.0pp | 72.2%+19.8pp | 69.6%+22.4pp |
| Annual return | 18.25% | -1.62%+19.9pp | -4.63%+22.9pp | 7.63%+10.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,123 | $2,626+57.0% | $3,311+24.5% | $3,470+18.8% |
| Admin fee / account holder | $1,287 | $4,027-68.0% | $5,131-74.9% | $4,888-73.7% |