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 | $75,519 | $109,413-31.0% | $156,263-51.7% | $84,808-11.0% |
| Participation rate | 89.5% | 72.7%+16.8pp | 78.9%+10.6pp | 68.3%+21.2pp |
| Annual return | 16.33% | 20.18%-3.9pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,362 | $4,590-48.5% | $6,158-61.7% | $4,212-43.9% |
| Admin fee / account holder | $4,652 | $9,357-50.3% | $14,255-67.4% | $7,344-36.7% |