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 | $240,986 | $86,929+177.2% | $102,423+135.3% | $80,856+198.0% |
| Participation rate | 71.8% | 72.4%-0.6pp | 76.5%-4.7pp | 67.6%+4.2pp |
| Annual return | 16.24% | 18.88%-2.6pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $306 | $2,369-87.1% | $3,023-89.9% | $2,755-88.9% |
| Participant deferral / active EE | $5,270 | $4,118+28.0% | $5,053+4.3% | $4,296+22.7% |
| Admin fee / account holder | $40,039 | $8,049+397.4% | $9,451+323.7% | $6,918+478.8% |