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 | $138,996 | $68,547+102.8% | $120,354+15.5% | $80,856+71.9% |
| Participation rate | 82.8% | 61.6%+21.2pp | 71.9%+10.9pp | 67.6%+15.1pp |
| Annual return | 13.45% | 23.60%-10.2pp | 107.15%-93.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,893 | $3,173+369.3% | $4,991+198.4% | $4,296+246.7% |
| Admin fee / account holder | $8,301 | $5,732+44.8% | $9,423-11.9% | $6,918+20.0% |