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 | $81,899 | $67,411+21.5% | $91,001-10.0% | $70,131+16.8% |
| Participation rate | 78.8% | 71.4%+7.4pp | 75.6%+3.2pp | 69.5%+9.2pp |
| Annual return | 16.12% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,775 | $2,823+33.7% | $3,547+6.4% | $3,332+13.3% |
| Admin fee / account holder | $20,405 | $4,236+381.7% | $5,417+276.7% | $4,645+339.3% |