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 8-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 | $191,982 | $89,355+114.9% | $141,162+36.0% | $72,985+163.0% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 24.42% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,680 | $5,418+152.5% | $6,709+103.9% | $3,607+279.2% |
| Admin fee / account holder | $7,643 | $5,958+28.3% | $10,261-25.5% | $5,124+49.2% |