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 | $154,810 | $105,859+46.2% | $90,160+71.7% | $147,584+4.9% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 11.86% | 37.63%-25.8pp | 34.88%-23.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,423 | $5,733+12.0% | $5,288+21.5% | $5,439+18.1% |
| Admin fee / account holder | $8,325 | $8,046+3.5% | $5,943+40.1% | $10,885-23.5% |