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 | $149,627 | $83,477+79.2% | $125,175+19.5% | $72,985+105.0% |
| Participation rate | 71.8% | 73.3%-1.5pp | 79.8%-8.0pp | 69.5%+2.3pp |
| Annual return | 25.37% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,330 | $3,585+48.7% | $4,937+8.0% | $3,607+47.8% |
| Admin fee / account holder | $13,175 | $5,517+138.8% | $9,702+35.8% | $5,124+157.1% |