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 9-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 | $123,668 | $86,929+42.3% | $102,423+20.7% | $80,856+52.9% |
| Participation rate | 86.6% | 72.4%+14.2pp | 76.5%+10.1pp | 67.6%+18.9pp |
| Annual return | 27.49% | 18.88%+8.6pp | 29.32%-1.8pp | 35.59%-8.1pp |
| Employer contribution / active EE | $586 | $2,369-75.3% | $3,023-80.6% | $2,755-78.7% |
| Participant deferral / active EE | $5,090 | $4,118+23.6% | $5,053+0.7% | $4,296+18.5% |
| Admin fee / account holder | $19,132 | $8,049+137.7% | $9,451+102.4% | $6,918+176.6% |