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 | $247,940 | $179,726+38.0% | $156,263+58.7% | $142,382+74.1% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 11.77% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $784 | $5,069-84.5% | $4,333-81.9% | $4,299-81.8% |
| Participant deferral / active EE | $3,961 | $6,956-43.1% | $6,158-35.7% | $6,507-39.1% |
| Admin fee / account holder | $27,443 | $17,272+58.9% | $14,255+92.5% | $12,624+117.4% |