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 | $185,567 | $109,359+69.7% | $162,163+14.4% | $72,985+154.3% |
| Participation rate | 82.7% | 84.3%-1.6pp | 87.6%-4.9pp | 69.5%+13.2pp |
| Annual return | 23.68% | 25.46%-1.8pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,288 | $5,481+160.7% | $7,298+95.8% | $3,607+296.1% |
| Admin fee / account holder | $26,109 | $7,972+227.5% | $10,843+140.8% | $5,124+409.5% |