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 | $168,775 | $79,944+111.1% | $98,439+71.5% | $75,163+124.5% |
| Participation rate | 94.3% | 70.4%+23.9pp | 75.2%+19.1pp | 67.2%+27.1pp |
| Annual return | 18.13% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,472 | $3,752+72.5% | $4,738+36.6% | $4,125+56.9% |
| Admin fee / account holder | $19,752 | $6,840+188.8% | $8,948+120.8% | $5,651+249.5% |