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 | $239,248 | $177,572+34.7% | $154,803+54.5% | $142,382+68.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.97% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | -$5,569 | $4,810-215.8% | $4,305-229.4% | $4,299-229.5% |
| Participant deferral / active EE | $7,271 | $6,272+15.9% | $5,540+31.2% | $6,507+11.7% |
| Admin fee / account holder | $3,664 | $16,786-78.2% | $14,329-74.4% | $12,624-71.0% |