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 | $133,413 | $148,978-10.4% | $200,582-33.5% | $84,808+57.3% |
| Participation rate | 70.9% | 84.2%-13.3pp | 86.9%-16.0pp | 68.3%+2.6pp |
| Annual return | 18.44% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,019 | $7,142+68.3% | $9,331+28.8% | $4,212+185.4% |
| Admin fee / account holder | $5,084 | $13,977-63.6% | $16,305-68.8% | $7,344-30.8% |