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 8-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 | $167,007 | $138,347+20.7% | $184,203-9.3% | $80,856+106.5% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 18.39% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,713 | $7,071+164.6% | $9,131+104.9% | $4,296+335.6% |
| Admin fee / account holder | $11,800 | $10,483+12.6% | $13,901-15.1% | $6,918+70.6% |