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 | $176,087 | $77,813+126.3% | $123,544+42.5% | $64,186+174.3% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | 52.75% | 12.48%+40.3pp | 119.20%-66.4pp | 7.63%+45.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,673 | $5,240+122.8% | $6,426+81.7% | $3,470+236.5% |
| Admin fee / account holder | $12,188 | $5,519+120.9% | $9,284+31.3% | $4,888+149.4% |