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 | $176,743 | $70,428+151.0% | $96,562+83.0% | $85,850+105.9% |
| Participation rate | 97.4% | 61.8%+35.6pp | 69.8%+27.6pp | 69.3%+28.1pp |
| Annual return | 27.24% | 18.59%+8.7pp | 37.78%-10.5pp | 318.53%-291.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,205 | $2,894+45.3% | $3,849+9.2% | $3,952+6.4% |
| Admin fee / account holder | $25,836 | $4,997+417.1% | $6,181+318.0% | $6,260+312.7% |