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 | $82,371 | $65,395+26.0% | $182,532-54.9% | $72,985+12.9% |
| Participation rate | 74.5% | 65.4%+9.1pp | 78.0%-3.5pp | 69.5%+5.0pp |
| Annual return | 23.58% | 27.68%-4.1pp | 148.54%-125.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,311 | $3,563+161.3% | $5,524+68.5% | $3,607+158.1% |
| Admin fee / account holder | $9,029 | $4,245+112.7% | $8,592+5.1% | $5,124+76.2% |