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 | $214,575 | $127,065+68.9% | $113,168+89.6% | $142,382+50.7% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.44% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $774 | $3,442-77.5% | $2,975-74.0% | $4,299-82.0% |
| Participant deferral / active EE | $2,287 | $5,716-60.0% | $5,107-55.2% | $6,507-64.9% |
| Admin fee / account holder | $1,213 | $15,736-92.3% | $12,068-89.9% | $12,624-90.4% |