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 | $178,760 | $80,717+121.5% | $154,803+15.5% | $84,808+110.8% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 14.26% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,184 | $3,303+117.5% | $5,540+29.7% | $4,212+70.6% |
| Admin fee / account holder | $40,749 | $6,746+504.1% | $14,329+184.4% | $7,344+454.9% |