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 | $164,168 | $98,750+66.2% | $149,696+9.7% | $79,858+105.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 19.07% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,633 | $5,680-0.8% | $6,842-17.7% | $3,740+50.6% |
| Admin fee / account holder | $17,729 | $6,053+192.9% | $9,309+90.5% | $5,306+234.1% |