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 | $221,826 | $68,719+222.8% | $91,541+142.3% | $84,808+161.6% |
| Participation rate | 88.6% | 64.5%+24.1pp | 69.8%+18.9pp | 68.3%+20.3pp |
| Annual return | 14.09% | 19.12%-5.0pp | 20.50%-6.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,239 | $3,136+130.8% | $4,008+80.6% | $4,212+71.9% |
| Admin fee / account holder | $13,676 | $5,786+136.3% | $6,956+96.6% | $7,344+86.2% |