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 | $92,893 | $61,660+50.7% | $80,019+16.1% | $64,186+44.7% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | -5.92% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,869 | $2,968-3.3% | $3,686-22.2% | $3,470-17.3% |
| Admin fee / account holder | $4,791 | $5,417-11.6% | $6,521-26.5% | $4,888-2.0% |