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 | $133,744 | $94,625+41.3% | $116,228+15.1% | $84,808+57.7% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.6%+20.4pp | 68.3%+26.6pp |
| Annual return | 13.85% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,653 | $3,972+67.5% | $4,953+34.3% | $4,212+58.0% |
| Admin fee / account holder | $8,567 | $10,091-15.1% | $11,989-28.5% | $7,344+16.7% |