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 | $84,263 | $115,882-27.3% | $100,516-16.2% | $158,922-47.0% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 14.79% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,794 | $6,674-28.2% | $6,270-23.5% | $5,982-19.9% |
| Admin fee / account holder | $775 | $10,995-92.9% | $8,081-90.4% | $11,246-93.1% |