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 | $147,686 | $93,571+57.8% | $135,903+8.7% | $75,163+96.5% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 16.79% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,116 | $6,404+73.6% | $7,758+43.3% | $4,125+169.5% |
| Admin fee / account holder | $7,210 | $6,975+3.4% | $10,762-33.0% | $5,651+27.6% |