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 | $131,714 | $73,933+78.2% | $96,683+36.2% | $75,163+75.2% |
| Participation rate | 70.6% | 66.4%+4.2pp | 74.3%-3.8pp | 67.2%+3.4pp |
| Annual return | 17.13% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,040 | $3,659+147.1% | $4,878+85.3% | $4,125+119.1% |
| Admin fee / account holder | $942 | $5,216-81.9% | $6,730-86.0% | $5,651-83.3% |