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 | $85,972 | $58,828+46.1% | $77,999+10.2% | $62,891+36.7% |
| Participation rate | 87.9% | 71.1%+16.9pp | 75.5%+12.4pp | 69.3%+18.6pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,129 | $2,686+53.7% | $3,497+18.1% | $3,203+28.9% |
| Admin fee / account holder | $1,530 | $4,393-65.2% | $5,480-72.1% | $4,296-64.4% |