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 | $172,387 | $60,892+183.1% | $82,389+109.2% | $84,808+103.3% |
| Participation rate | 71.7% | 63.3%+8.4pp | 69.5%+2.2pp | 68.3%+3.4pp |
| Annual return | 16.08% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1 | $1,779-99.9% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,303 | $3,179+3.9% | $4,155-20.5% | $4,212-21.6% |
| Admin fee / account holder | $4,242 | $5,467-22.4% | $7,231-41.3% | $7,344-42.2% |