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 | $135,565 | $109,881+23.4% | $150,045-9.7% | $84,808+59.9% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 16.80% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,551 | $6,636+89.1% | $7,997+56.9% | $4,212+198.0% |
| Admin fee / account holder | $11,333 | $8,568+32.3% | $13,435-15.6% | $7,344+54.3% |