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 | $245,362 | $117,841+108.2% | $102,423+139.6% | $145,922+68.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.41% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $858 | $3,615-76.3% | $3,023-71.6% | $4,660-81.6% |
| Participant deferral / active EE | $1,930 | $5,731-66.3% | $5,053-61.8% | $6,688-71.1% |
| Admin fee / account holder | $193,707 | $13,326+1353.6% | $9,451+1949.7% | $13,397+1345.9% |