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 | $82,943 | $74,927+10.7% | $101,794-18.5% | $84,808-2.2% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.2%+27.6pp | 68.3%+28.5pp |
| Annual return | 18.09% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,206 | $3,099+100.2% | $4,084+52.0% | $4,212+47.4% |
| Admin fee / account holder | $3,186 | $6,514-51.1% | $8,777-63.7% | $7,344-56.6% |