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 | $148,669 | $62,586+137.5% | $76,768+93.7% | $64,186+131.6% |
| Participation rate | 83.0% | 72.8%+10.2pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | 14.22% | -1.95%+16.2pp | 2.43%+11.8pp | 7.63%+6.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,463 | $3,145+169.1% | $3,852+119.7% | $3,470+143.9% |
| Admin fee / account holder | $45,041 | $4,667+865.1% | $6,675+574.8% | $4,888+821.5% |