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 | $173,661 | $78,422+121.4% | $95,952+81.0% | $79,858+117.5% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 19.97% | 19.37%+0.6pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,345 | $3,440+113.5% | $4,167+76.3% | $3,740+96.4% |
| Admin fee / account holder | $17,776 | $5,622+216.2% | $6,795+161.6% | $5,306+235.0% |