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 | $236,210 | $78,422+201.2% | $95,952+146.2% | $79,858+195.8% |
| Participation rate | 81.4% | 73.5%+7.9pp | 77.1%+4.3pp | 69.6%+11.7pp |
| Annual return | 17.11% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3 | $1,945-99.9% | $2,541-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $4,856 | $3,440+41.2% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $2,053 | $5,622-63.5% | $6,795-69.8% | $5,306-61.3% |