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 | $179,354 | $105,181+70.5% | $159,436+12.5% | $85,850+108.9% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 13.81% | 45.07%-31.3pp | 263.57%-249.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,818 | $5,945+115.6% | $7,352+74.3% | $3,952+224.4% |
| Admin fee / account holder | $17,310 | $6,933+149.7% | $10,799+60.3% | $6,260+176.5% |