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 | $195,400 | $127,065+53.8% | $113,168+72.7% | $142,382+37.2% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 15.20% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $401 | $3,442-88.4% | $2,975-86.5% | $4,299-90.7% |
| Participant deferral / active EE | $4,008 | $5,716-29.9% | $5,107-21.5% | $6,507-38.4% |
| Admin fee / account holder | $22,594 | $15,736+43.6% | $12,068+87.2% | $12,624+79.0% |