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 | $225,505 | $86,929+159.4% | $102,423+120.2% | $80,856+178.9% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.6%+17.5pp |
| Annual return | 12.97% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $583 | $2,369-75.4% | $3,023-80.7% | $2,755-78.8% |
| Participant deferral / active EE | $6,840 | $4,118+66.1% | $5,053+35.4% | $4,296+59.2% |
| Admin fee / account holder | $1,082 | $8,049-86.6% | $9,451-88.6% | $6,918-84.4% |