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 | $57,782 | $76,367-24.3% | $93,606-38.3% | $72,985-20.8% |
| Participation rate | 80.6% | 71.7%+8.8pp | 75.8%+4.7pp | 69.5%+11.1pp |
| Annual return | 23.48% | 25.82%-2.3pp | 32.76%-9.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,088 | $3,538+269.9% | $4,069+221.7% | $3,607+262.8% |
| Admin fee / account holder | $6,038 | $6,838-11.7% | $7,888-23.5% | $5,124+17.8% |