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 | $137,735 | $85,766+60.6% | $136,294+1.1% | $70,131+96.4% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 17.62% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,666 | $5,051+32.0% | $6,247+6.7% | $3,332+100.1% |
| Admin fee / account holder | $13,307 | $5,420+145.5% | $9,243+44.0% | $4,645+186.4% |