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 | $197,511 | $86,929+127.2% | $102,423+92.8% | $80,856+144.3% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.3pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $609 | $2,369-74.3% | $3,023-79.9% | $2,755-77.9% |
| Participant deferral / active EE | $7,383 | $4,118+79.3% | $5,053+46.1% | $4,296+71.9% |
| Admin fee / account holder | $18,622 | $8,049+131.4% | $9,451+97.0% | $6,918+169.2% |