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 | $161,646 | $112,881+43.2% | $90,951+77.7% | $158,922+1.7% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 14.35% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $305 | $2,893-89.5% | $2,122-85.6% | $4,761-93.6% |
| Participant deferral / active EE | $3,303 | $4,128-20.0% | $3,373-2.1% | $5,982-44.8% |
| Admin fee / account holder | $976 | $8,041-87.9% | $5,959-83.6% | $11,246-91.3% |