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 | $161,759 | $91,552+76.7% | $133,956+20.8% | $79,858+102.6% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 10.60% | 61.85%-51.2pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,424 | $3,733+45.3% | $5,048+7.5% | $3,740+45.0% |
| Admin fee / account holder | $18,163 | $6,321+187.3% | $8,927+103.5% | $5,306+242.3% |