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 | $68,544 | $148,978-54.0% | $200,582-65.8% | $84,808-19.2% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.8pp | 68.3%+21.4pp |
| Annual return | 17.58% | 28.16%-10.6pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,200 | $7,142-55.2% | $9,331-65.7% | $4,212-24.0% |
| Admin fee / account holder | $1,930 | $13,977-86.2% | $16,305-88.2% | $7,344-73.7% |