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 | $174,729 | $80,673+116.6% | $101,326+72.4% | $84,808+106.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 16.60% | 38.95%-22.4pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,053 | $6,840-55.4% | $7,994-61.8% | $4,212-27.5% |
| Admin fee / account holder | $2,039 | $12,784-84.1% | $11,185-81.8% | $7,344-72.2% |