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 | $77,102 | $87,013-11.4% | $106,213-27.4% | $80,856-4.6% |
| Participation rate | 72.6% | 70.4%+2.2pp | 75.3%-2.6pp | 67.6%+5.0pp |
| Annual return | 13.14% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,896 | $3,986-52.4% | $5,016-62.2% | $4,296-55.9% |
| Admin fee / account holder | $3,219 | $8,431-61.8% | $11,033-70.8% | $6,918-53.5% |