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 | $235,374 | $148,978+58.0% | $200,582+17.3% | $84,808+177.5% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 15.84% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,465 | $4,815-69.6% | $6,419-77.2% | $2,631-44.3% |
| Participant deferral / active EE | $8,350 | $7,142+16.9% | $9,331-10.5% | $4,212+98.3% |
| Admin fee / account holder | $1,355 | $13,977-90.3% | $16,305-91.7% | $7,344-81.5% |