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 | $208,851 | $109,413+90.9% | $156,263+33.7% | $84,808+146.3% |
| Participation rate | 70.4% | 72.7%-2.3pp | 78.9%-8.5pp | 68.3%+2.1pp |
| Annual return | 13.41% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,641 | $4,590+110.1% | $6,158+56.6% | $4,212+128.9% |
| Admin fee / account holder | $3,983 | $9,357-57.4% | $14,255-72.1% | $7,344-45.8% |