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 | $45,726 | $109,359-58.2% | $162,163-71.8% | $72,985-37.3% |
| Participation rate | 86.3% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.8pp |
| Annual return | 18.92% | 25.46%-6.5pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,699 | $5,481-32.5% | $7,298-49.3% | $3,607+2.5% |
| Admin fee / account holder | $567 | $7,972-92.9% | $10,843-94.8% | $5,124-88.9% |