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 | $206,359 | $110,257+87.2% | $96,544+113.7% | $139,434+48.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $780 | $3,620-78.4% | $2,965-73.7% | $4,751-83.6% |
| Participant deferral / active EE | $2,117 | $5,548-61.8% | $4,851-56.4% | $6,710-68.4% |
| Admin fee / account holder | $4,205 | $11,591-63.7% | $8,252-49.0% | $11,403-63.1% |