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 | $132,814 | $72,492+83.2% | $87,100+52.5% | $72,985+82.0% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 21.43% | 24.46%-3.0pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,713 | $3,270+74.7% | $4,049+41.1% | $3,607+58.4% |
| Admin fee / account holder | $15,997 | $5,055+216.5% | $7,497+113.4% | $5,124+212.2% |