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 | $147,903 | $95,803+54.4% | $113,168+30.7% | $84,808+74.4% |
| Participation rate | 72.9% | 72.9%+0.1pp | 76.6%-3.6pp | 68.3%+4.6pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,186 | $4,242+69.4% | $5,107+40.7% | $4,212+70.6% |
| Admin fee / account holder | $5,117 | $8,989-43.1% | $12,068-57.6% | $7,344-30.3% |