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 | $216,801 | $118,450+83.0% | $98,439+120.2% | $139,434+55.5% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 11.87% | 18.94%-7.1pp | 21.16%-9.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $408 | $3,609-88.7% | $3,048-86.6% | $4,751-91.4% |
| Participant deferral / active EE | $8,447 | $5,392+56.7% | $4,738+78.3% | $6,710+25.9% |
| Admin fee / account holder | $2,081 | $14,026-85.2% | $8,948-76.7% | $11,403-81.8% |