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 | $177,238 | $80,717+119.6% | $154,803+14.5% | $84,808+109.0% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 13.48% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,877 | $3,303-12.9% | $5,540-48.1% | $4,212-31.7% |
| Admin fee / account holder | $4,855 | $6,746-28.0% | $14,329-66.1% | $7,344-33.9% |