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 | $76,099 | $94,529-19.5% | $140,016-45.6% | $64,186+18.6% |
| Participation rate | 89.7% | 84.1%+5.6pp | 87.5%+2.2pp | 69.6%+20.1pp |
| Annual return | 6.10% | 7.77%-1.7pp | 651.12%-645.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,041 | $5,250-23.0% | $6,927-41.7% | $3,470+16.5% |
| Admin fee / account holder | $5,750 | $6,741-14.7% | $10,705-46.3% | $4,888+17.6% |