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 | $161,253 | $68,719+134.7% | $91,541+76.2% | $84,808+90.1% |
| Participation rate | 91.1% | 64.5%+26.6pp | 69.8%+21.3pp | 68.3%+22.8pp |
| Annual return | 19.92% | 19.12%+0.8pp | 20.50%-0.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,316 | $3,136+37.6% | $4,008+7.7% | $4,212+2.5% |
| Admin fee / account holder | $19,702 | $5,786+240.5% | $6,956+183.2% | $7,344+168.3% |