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 5-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 | $188,571 | $81,460+131.5% | $103,333+82.5% | $80,856+133.2% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 16.71% | 25.55%-8.8pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $628 | $3,105-79.8% | $3,868-83.8% | $2,755-77.2% |
| Participant deferral / active EE | $8,199 | $3,869+111.9% | $5,057+62.1% | $4,296+90.9% |
| Admin fee / account holder | $6,350 | $6,566-3.3% | $8,355-24.0% | $6,918-8.2% |