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 | $143,850 | $56,053+156.6% | $75,972+89.3% | $80,856+77.9% |
| Participation rate | 77.8% | 62.0%+15.7pp | 69.1%+8.7pp | 67.6%+10.1pp |
| Annual return | 15.98% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,193 | $3,052+4.6% | $4,255-25.0% | $4,296-25.7% |
| Admin fee / account holder | $9,470 | $5,234+80.9% | $6,467+46.4% | $6,918+36.9% |