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 | $243,352 | $107,015+127.4% | $73,545+230.9% | $147,584+64.9% |
| Participation rate | 77.8% | 66.4%+11.4pp | 54.9%+22.8pp | 82.8%-5.1pp |
| Annual return | 17.35% | 38.25%-20.9pp | -15.16%+32.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,879 | $2,462+138.8% | $1,806+225.5% | $5,439+8.1% |
| Admin fee / account holder | $11,070 | $3,055+262.4% | $2,320+377.2% | $10,885+1.7% |