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 | $73,990 | $95,803-22.8% | $113,168-34.6% | $84,808-12.8% |
| Participation rate | 91.6% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.3pp |
| Annual return | 24.02% | 25.00%-1.0pp | 24.27%-0.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,011 | $4,242+230.3% | $5,107+174.4% | $4,212+232.7% |
| Admin fee / account holder | $1,399 | $8,989-84.4% | $12,068-88.4% | $7,344-80.9% |