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 | $117,213 | $78,705+48.9% | $117,854-0.5% | $70,131+67.1% |
| Participation rate | 85.5% | 73.2%+12.3pp | 79.7%+5.8pp | 69.5%+16.0pp |
| Annual return | 18.19% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,869 | $3,297+78.0% | $4,482+31.0% | $3,332+76.2% |
| Admin fee / account holder | $1,863 | $5,065-63.2% | $8,020-76.8% | $4,645-59.9% |