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 | $108,831 | $81,208+34.0% | $98,907+10.0% | $79,858+36.3% |
| Participation rate | 77.4% | 72.5%+4.9pp | 76.0%+1.4pp | 69.6%+7.8pp |
| Annual return | 13.37% | 60.99%-47.6pp | 196.43%-183.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,705 | $3,265-17.2% | $4,244-36.3% | $3,740-27.7% |
| Admin fee / account holder | $4,323 | $6,013-28.1% | $6,642-34.9% | $5,306-18.5% |