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 | $190,202 | $101,724+87.0% | $164,813+15.4% | $80,856+135.2% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.1pp | 67.6%+8.8pp |
| Annual return | 11.97% | 16.72%-4.7pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,595 | $4,477+69.6% | $6,031+25.9% | $4,296+76.8% |
| Admin fee / account holder | $28,387 | $8,227+245.0% | $12,690+123.7% | $6,918+310.3% |