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 | $212,712 | $106,890+99.0% | $84,015+153.2% | $152,861+39.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 16.30% | 104.99%-88.7pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,226 | $4,011-19.6% | $3,239-0.4% | $5,850-44.9% |
| Admin fee / account holder | $2,316 | $8,285-72.1% | $6,101-62.0% | $11,596-80.0% |