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 | $57,525 | $60,892-5.5% | $82,389-30.2% | $84,808-32.2% |
| Participation rate | 82.4% | 63.3%+19.1pp | 69.5%+12.8pp | 68.3%+14.0pp |
| Annual return | 13.97% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,755 | $3,179+18.1% | $4,155-9.6% | $4,212-10.8% |
| Admin fee / account holder | $4,611 | $5,467-15.7% | $7,231-36.2% | $7,344-37.2% |