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 | $209,776 | $121,625+72.5% | $104,607+100.5% | $158,922+32.0% |
| Participation rate | 73.7% | 77.5%-3.8pp | 74.1%-0.4pp | 82.0%-8.3pp |
| Annual return | 18.69% | 465.26%-446.6pp | 340.46%-321.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,212 | $4,177-23.1% | $3,740-14.1% | $5,982-46.3% |
| Admin fee / account holder | $1,813 | $7,787-76.7% | $6,473-72.0% | $11,246-83.9% |