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 | $53,551 | $75,963-29.5% | $97,995-45.4% | $70,131-23.6% |
| Participation rate | 90.9% | 77.0%+13.9pp | 82.4%+8.5pp | 69.5%+21.4pp |
| Annual return | 21.02% | 19.26%+1.8pp | 23.94%-2.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,202 | $4,053+28.3% | $5,097+2.1% | $3,332+56.1% |
| Admin fee / account holder | $4,759 | $5,407-12.0% | $5,943-19.9% | $4,645+2.4% |