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 | $140,363 | $96,128+46.0% | $136,007+3.2% | $80,856+73.6% |
| Participation rate | 97.7% | 71.2%+26.4pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 14.98% | 28.71%-13.7pp | 579.32%-564.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,522 | $5,709+101.8% | $7,025+64.0% | $4,296+168.2% |
| Admin fee / account holder | $40,995 | $8,236+397.7% | $6,858+497.8% | $6,918+492.6% |