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 | $102,184 | $76,367+33.8% | $93,606+9.2% | $72,985+40.0% |
| Participation rate | 78.4% | 71.7%+6.6pp | 75.8%+2.6pp | 69.5%+8.9pp |
| Annual return | 17.03% | 25.82%-8.8pp | 32.76%-15.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,839 | $3,538+121.6% | $4,069+92.7% | $3,607+117.3% |
| Admin fee / account holder | $532 | $6,838-92.2% | $7,888-93.3% | $5,124-89.6% |