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 | $184,220 | $109,413+68.4% | $156,263+17.9% | $84,808+117.2% |
| Participation rate | 74.0% | 72.7%+1.3pp | 78.9%-4.9pp | 68.3%+5.7pp |
| Annual return | 21.71% | 20.18%+1.5pp | 59.47%-37.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,270 | $4,590+36.6% | $6,158+1.8% | $4,212+48.9% |
| Admin fee / account holder | $41,262 | $9,357+341.0% | $14,255+189.5% | $7,344+461.9% |