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 | $63,709 | $58,512+8.9% | $84,015-24.2% | $72,985-12.7% |
| Participation rate | 73.3% | 61.2%+12.1pp | 69.0%+4.3pp | 69.5%+3.8pp |
| Annual return | 19.59% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,774 | $2,394+57.6% | $3,239+16.5% | $3,607+4.6% |
| Admin fee / account holder | $6,433 | $4,569+40.8% | $6,101+5.4% | $5,124+25.5% |