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 | $45,775 | $109,413-58.2% | $156,263-70.7% | $84,808-46.0% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 14.03% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,916 | $4,590+28.9% | $6,158-3.9% | $4,212+40.5% |
| Admin fee / account holder | $1,275 | $9,357-86.4% | $14,255-91.1% | $7,344-82.6% |