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 | $108,322 | $58,208+86.1% | $81,812+32.4% | $80,856+34.0% |
| Participation rate | 73.8% | 63.4%+10.4pp | 72.3%+1.5pp | 67.6%+6.2pp |
| Annual return | 18.29% | 41.66%-23.4pp | 773.79%-755.5pp | 35.59%-17.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,015 | $3,281+52.9% | $4,319+16.1% | $4,296+16.7% |
| Admin fee / account holder | $1,978 | $4,981-60.3% | $7,386-73.2% | $6,918-71.4% |