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 | $56,762 | $105,859-46.4% | $90,160-37.0% | $147,584-61.5% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | 17.97% | 37.63%-19.7pp | 34.88%-16.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,953 | $5,733+38.7% | $5,288+50.4% | $5,439+46.2% |
| Admin fee / account holder | $4,286 | $8,046-46.7% | $5,943-27.9% | $10,885-60.6% |