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 | $135,530 | $61,774+119.4% | $97,226+39.4% | $80,856+67.6% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.7%+8.6pp | 67.6%+13.7pp |
| Annual return | 14.98% | -557.90%+572.9pp | 75.13%-60.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,902 | $3,029+28.8% | $4,264-8.5% | $4,296-9.2% |
| Admin fee / account holder | $12,208 | $5,166+136.3% | $5,654+115.9% | $6,918+76.5% |