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 | $117,725 | $108,919+8.1% | $100,391+17.3% | $145,922-19.3% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 11.98% | 57.88%-45.9pp | 49.20%-37.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,361 | $8,445-24.7% | $8,082-21.3% | $6,688-4.9% |
| Admin fee / account holder | $7,165 | $9,689-26.1% | $7,899-9.3% | $13,397-46.5% |