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 | $235,223 | $80,673+191.6% | $101,326+132.1% | $84,808+177.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 81.5%+12.6pp | 68.3%+25.8pp |
| Annual return | 16.20% | 38.95%-22.8pp | 36.82%-20.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,767 | $6,840+101.3% | $7,994+72.2% | $4,212+226.9% |
| Admin fee / account holder | $7,154 | $12,784-44.0% | $11,185-36.0% | $7,344-2.6% |