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 | $127,129 | $104,664+21.5% | $85,682+48.4% | $167,490-24.1% |
| Participation rate | 78.6% | 76.4%+2.2pp | 69.9%+8.7pp | 82.1%-3.5pp |
| Annual return | 12.00% | 21.45%-9.4pp | 21.49%-9.5pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,018 | $4,824+66.2% | $3,923+104.4% | $6,341+26.4% |
| Admin fee / account holder | $4,622 | $10,032-53.9% | $6,873-32.8% | $12,309-62.5% |