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 | $131,280 | $74,927+75.2% | $101,794+29.0% | $84,808+54.8% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.2%+15.2pp | 68.3%+16.1pp |
| Annual return | 13.23% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,547 | $3,099+46.7% | $4,084+11.3% | $4,212+8.0% |
| Admin fee / account holder | $4,812 | $6,514-26.1% | $8,777-45.2% | $7,344-34.5% |