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 | $199,951 | $104,664+91.0% | $85,682+133.4% | $167,490+19.4% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.9%+21.0pp | 82.1%+8.8pp |
| Annual return | 12.78% | 21.45%-8.7pp | 21.49%-8.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,004 | $4,824+107.4% | $3,923+155.0% | $6,341+57.8% |
| Admin fee / account holder | $6,499 | $10,032-35.2% | $6,873-5.4% | $12,309-47.2% |