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 | $206,470 | $111,754+84.8% | $103,333+99.8% | $145,922+41.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.99% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5 | $4,212-99.9% | $3,868-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $11,763 | $5,619+109.4% | $5,057+132.6% | $6,688+75.9% |
| Admin fee / account holder | $31,508 | $9,750+223.2% | $8,355+277.1% | $13,397+135.2% |