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 | $22,126 | $72,277-69.4% | $101,248-78.1% | $79,858-72.3% |
| Participation rate | 85.0% | 68.5%+16.5pp | 75.8%+9.2pp | 69.6%+15.4pp |
| Annual return | 15.63% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,017 | $3,282+22.4% | $4,370-8.1% | $3,740+7.4% |
| Admin fee / account holder | $1,663 | $4,400-62.2% | $5,945-72.0% | $5,306-68.7% |