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 | $141,332 | $176,812-20.1% | $146,665-3.6% | $167,490-15.6% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 16.66% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,762 | $6,440+36.1% | $5,506+59.1% | $6,341+38.2% |
| Admin fee / account holder | $25,174 | $13,259+89.9% | $10,280+144.9% | $12,309+104.5% |