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 | $141,732 | $78,103+81.5% | $289,028-51.0% | $116,875+21.3% |
| Participation rate | 91.8% | 69.5%+22.3pp | 78.0%+13.8pp | 74.5%+17.2pp |
| Annual return | 19.30% | 15.26%+4.0pp | 243.94%-224.6pp | 16.29%+3.0pp |
| Employer contribution / active EE | $0 | $2,718-100.0% | $6,326-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $5,220 | $2,921+78.7% | $4,804+8.7% | $3,885+34.4% |
| Admin fee / account holder | $19,032 | $8,683+119.2% | $14,050+35.5% | $12,263+55.2% |