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 | $141,893 | $65,561+116.4% | $91,541+55.0% | $74,304+91.0% |
| Participation rate | 72.0% | 56.6%+15.4pp | 69.8%+2.2pp | 60.3%+11.6pp |
| Annual return | 14.01% | 17.68%-3.7pp | 20.50%-6.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,826 | $2,918+65.4% | $4,008+20.4% | $3,767+28.1% |
| Admin fee / account holder | $11,843 | $3,333+255.4% | $6,956+70.2% | $2,969+298.9% |