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 | $71,761 | $71,050+1.0% | $93,606-23.3% | $80,856-11.2% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.6%+24.7pp |
| Annual return | 12.00% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,000 | $4,034+48.7% | $4,411+36.0% | $4,296+39.7% |
| Admin fee / account holder | $628 | $6,945-91.0% | $8,285-92.4% | $6,918-90.9% |