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 | $156,745 | $63,355+147.4% | $91,989+70.4% | $72,985+114.8% |
| Participation rate | 94.2% | 72.5%+21.7pp | 78.6%+15.6pp | 69.5%+24.7pp |
| Annual return | 25.69% | 35.35%-9.7pp | 69.02%-43.3pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,186 | $4,883+170.1% | $5,923+122.6% | $3,607+265.5% |
| Admin fee / account holder | $840 | $4,668-82.0% | $7,743-89.1% | $5,124-83.6% |