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 | $97,548 | $69,977+39.4% | $108,579-10.2% | $62,891+55.1% |
| Participation rate | 90.6% | 72.9%+17.7pp | 79.6%+11.1pp | 69.3%+21.3pp |
| Annual return | 7.15% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,216 | $3,165+64.8% | $4,311+21.0% | $3,203+62.9% |
| Admin fee / account holder | $333 | $5,076-93.4% | $7,645-95.6% | $4,296-92.3% |