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 | $175,283 | $80,717+117.2% | $154,803+13.2% | $84,808+106.7% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 16.60% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4 | $2,761-99.9% | $4,305-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $3,871 | $3,303+17.2% | $5,540-30.1% | $4,212-8.1% |
| Admin fee / account holder | $5,422 | $6,746-19.6% | $14,329-62.2% | $7,344-26.2% |