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 | $111,392 | $58,512+90.4% | $84,015+32.6% | $72,985+52.6% |
| Participation rate | 73.9% | 61.2%+12.6pp | 69.0%+4.9pp | 69.5%+4.4pp |
| Annual return | 22.29% | 28.93%-6.6pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,408 | $2,394+0.6% | $3,239-25.7% | $3,607-33.3% |
| Admin fee / account holder | $4,957 | $4,569+8.5% | $6,101-18.7% | $5,124-3.3% |