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 | $141,820 | $65,365+117.0% | $92,893+52.7% | $72,985+94.3% |
| Participation rate | 74.5% | 68.3%+6.2pp | 76.0%-1.5pp | 69.5%+5.0pp |
| Annual return | 17.06% | 42.10%-25.0pp | 109.41%-92.4pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,479 | $3,128+11.2% | $4,236-17.9% | $3,607-3.5% |
| Admin fee / account holder | $25,004 | $4,251+488.1% | $5,794+331.5% | $5,124+387.9% |