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 | $113,132 | $87,733+29.0% | $106,548+6.2% | $85,850+31.8% |
| Participation rate | 91.7% | 71.9%+19.7pp | 76.1%+15.5pp | 69.3%+22.4pp |
| Annual return | 14.63% | 21.86%-7.2pp | 26.80%-12.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,438 | $3,469-0.9% | $4,398-21.8% | $3,952-13.0% |
| Admin fee / account holder | $34,840 | $6,767+414.8% | $7,407+370.4% | $6,260+456.6% |