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 | $240,190 | $81,460+194.9% | $103,333+132.4% | $80,856+197.1% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.5pp | 67.6%+25.3pp |
| Annual return | 23.60% | 25.55%-1.9pp | 24.88%-1.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $511 | $3,105-83.5% | $3,868-86.8% | $2,755-81.4% |
| Participant deferral / active EE | $10,227 | $3,869+164.4% | $5,057+102.2% | $4,296+138.1% |
| Admin fee / account holder | $2,282 | $6,566-65.2% | $8,355-72.7% | $6,918-67.0% |