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 | $221,267 | $106,515+107.7% | $96,683+128.9% | $139,434+58.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 12.98% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $140 | $4,103-96.6% | $3,737-96.2% | $4,751-97.0% |
| Participant deferral / active EE | $5,292 | $5,454-3.0% | $4,878+8.5% | $6,710-21.1% |
| Admin fee / account holder | $48,830 | $7,877+519.9% | $6,730+625.6% | $11,403+328.2% |