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 | $151,780 | $58,208+160.8% | $81,812+85.5% | $80,856+87.7% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 10.80% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,358 | $3,281+124.3% | $4,319+70.4% | $4,296+71.3% |
| Admin fee / account holder | $3,679 | $4,981-26.1% | $7,386-50.2% | $6,918-46.8% |