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 | $74,563 | $106,515-30.0% | $96,683-22.9% | $139,434-46.5% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 13.28% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,701 | $5,454+77.9% | $4,878+98.9% | $6,710+44.6% |
| Admin fee / account holder | $1,473 | $7,877-81.3% | $6,730-78.1% | $11,403-87.1% |