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 | $79,392 | $76,552+3.7% | $123,892-35.9% | $62,891+26.2% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 7.38% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $13,578 | $4,840+180.6% | $5,984+126.9% | $3,203+323.9% |
| Admin fee / account holder | $2,245 | $4,826-53.5% | $8,357-73.1% | $4,296-47.7% |