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 | $197,267 | $89,355+120.8% | $141,162+39.7% | $72,985+170.3% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 19.37% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $238 | $3,114-92.4% | $4,735-95.0% | $2,440-90.2% |
| Participant deferral / active EE | $7,767 | $5,418+43.3% | $6,709+15.8% | $3,607+115.3% |
| Admin fee / account holder | $6,273 | $5,958+5.3% | $10,261-38.9% | $5,124+22.4% |