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 | $60,629 | $109,881-44.8% | $150,045-59.6% | $84,808-28.5% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 21.48% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,347 | $6,636+116.2% | $7,997+79.4% | $4,212+240.6% |
| Admin fee / account holder | $7,274 | $8,568-15.1% | $13,435-45.9% | $7,344-0.9% |