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 | $182,112 | $80,717+125.6% | $154,803+17.6% | $84,808+114.7% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,930 | $3,303+79.5% | $5,540+7.0% | $4,212+40.8% |
| Admin fee / account holder | $66,234 | $6,746+881.9% | $14,329+362.2% | $7,344+801.9% |