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 | $97,446 | $118,450-17.7% | $98,439-1.0% | $139,434-30.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 12.13% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,781 | $5,392-67.0% | $4,738-62.4% | $6,710-73.5% |
| Admin fee / account holder | $12,781 | $14,026-8.9% | $8,948+42.8% | $11,403+12.1% |