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 | $177,846 | $91,552+94.3% | $133,956+32.8% | $79,858+122.7% |
| Participation rate | 85.4% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 20.14% | 61.85%-41.7pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,290 | $3,733+336.3% | $5,048+222.7% | $3,740+335.6% |
| Admin fee / account holder | $5,433 | $6,321-14.0% | $8,927-39.1% | $5,306+2.4% |