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 | $132,791 | $64,121+107.1% | $78,805+68.5% | $116,875+13.6% |
| Participation rate | 81.4% | 71.0%+10.4pp | 73.6%+7.8pp | 74.5%+6.9pp |
| Annual return | 18.15% | 16.32%+1.8pp | -2.71%+20.9pp | 16.29%+1.9pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $9,937 | $2,757+260.5% | $3,584+177.3% | $3,885+155.8% |
| Admin fee / account holder | $2,333 | $5,745-59.4% | $5,677-58.9% | $12,263-81.0% |