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 | $148,333 | $77,503+91.4% | $100,391+47.8% | $80,856+83.5% |
| Participation rate | 90.0% | 76.9%+13.1pp | 81.5%+8.5pp | 67.6%+22.4pp |
| Annual return | 13.64% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,069 | $6,820+62.3% | $8,082+37.0% | $4,296+157.7% |
| Admin fee / account holder | $1,488 | $5,897-74.8% | $7,899-81.2% | $6,918-78.5% |