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 | $168,769 | $109,881+53.6% | $150,045+12.5% | $84,808+99.0% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 23.55% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,236 | $6,636+174.8% | $7,997+128.0% | $4,212+333.0% |
| Admin fee / account holder | $8,825 | $8,568+3.0% | $13,435-34.3% | $7,344+20.2% |