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 | $171,982 | $78,926+117.9% | $136,749+25.8% | $84,808+102.8% |
| Participation rate | 85.2% | 62.2%+23.0pp | 72.1%+13.0pp | 68.3%+16.9pp |
| Annual return | 18.15% | 18.17%0pp | 24.33%-6.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,371 | $3,168+385.1% | $4,692+227.6% | $4,212+265.0% |
| Admin fee / account holder | $9,543 | $6,369+49.8% | $11,386-16.2% | $7,344+29.9% |