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 | $116,205 | $61,605+88.6% | $112,229+3.5% | $75,163+54.6% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 35.68% | 28.47%+7.2pp | 30.20%+5.5pp | 160.62%-124.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,852 | $3,108+377.8% | $4,798+209.6% | $4,125+260.0% |
| Admin fee / account holder | $15,541 | $4,862+219.6% | $7,748+100.6% | $5,651+175.0% |