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 | $116,837 | $104,475+11.8% | $159,436-26.7% | $79,386+47.2% |
| Participation rate | 84.8% | 76.6%+8.1pp | 82.8%+1.9pp | 70.7%+14.1pp |
| Annual return | 20.77% | 67.95%-47.2pp | 263.57%-242.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,670 | $6,467+3.1% | $7,352-9.3% | $4,046+64.9% |
| Admin fee / account holder | $12,818 | $711+1702.4% | $10,799+18.7% | $626+1946.1% |