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 | $228,001 | $153,772+48.3% | $133,980+70.2% | $273,961-16.8% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.1%-6.1pp | 83.0%-2.1pp |
| Annual return | 10.24% | 36.51%-26.3pp | 29.30%-19.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,541 | $6,958+8.4% | $6,282+20.0% | $5,287+42.6% |
| Admin fee / account holder | $7,860 | $11,765-33.2% | $9,324-15.7% | $10,132-22.4% |