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 | $160,315 | $107,452+49.2% | $91,541+75.1% | $142,382+12.6% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 15.98% | 22.06%-6.1pp | 20.50%-4.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,271 | $4,754+74.0% | $4,008+106.4% | $6,507+27.1% |
| Admin fee / account holder | $4,736 | $8,834-46.4% | $6,956-31.9% | $12,624-62.5% |