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 | $154,534 | $60,892+153.8% | $82,389+87.6% | $84,808+82.2% |
| Participation rate | 80.0% | 63.3%+16.7pp | 69.5%+10.5pp | 68.3%+11.7pp |
| Annual return | 13.42% | 37.29%-23.9pp | 28.67%-15.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,346 | $3,179-57.7% | $4,155-67.6% | $4,212-68.0% |
| Admin fee / account holder | $9,007 | $5,467+64.7% | $7,231+24.6% | $7,344+22.7% |