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 | $235,447 | $95,803+145.8% | $113,168+108.1% | $84,808+177.6% |
| Participation rate | 83.6% | 72.9%+10.7pp | 76.6%+7.0pp | 68.3%+15.3pp |
| Annual return | 12.86% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $610 | $2,360-74.1% | $2,975-79.5% | $2,631-76.8% |
| Participant deferral / active EE | $7,809 | $4,242+84.1% | $5,107+52.9% | $4,212+85.4% |
| Admin fee / account holder | $5,276 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |