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 | $90,583 | $50,958+77.8% | $74,550+21.5% | $64,186+41.1% |
| Participation rate | 73.5% | 61.1%+12.4pp | 69.1%+4.3pp | 69.6%+3.9pp |
| Annual return | 9.18% | -1.86%+11.0pp | 32.53%-23.4pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,156 | $2,301+37.1% | $3,108+1.6% | $3,470-9.0% |
| Admin fee / account holder | $8,587 | $4,223+103.3% | $5,060+69.7% | $4,888+75.7% |