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 | $220,778 | $72,277+205.5% | $101,248+118.1% | $79,858+176.5% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 15.16% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,341 | $3,282+306.5% | $4,370+205.3% | $3,740+256.7% |
| Admin fee / account holder | $2,356 | $4,400-46.5% | $5,945-60.4% | $5,306-55.6% |