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 8-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 | $99,226 | $80,673+23.0% | $101,326-2.1% | $84,808+17.0% |
| Participation rate | 78.1% | 77.8%+0.3pp | 81.5%-3.4pp | 68.3%+9.8pp |
| Annual return | 16.18% | 38.95%-22.8pp | 36.82%-20.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,929 | $6,840-42.6% | $7,994-50.9% | $4,212-6.7% |
| Admin fee / account holder | $18,724 | $12,784+46.5% | $11,185+67.4% | $7,344+155.0% |