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 | $238,902 | $201,272+18.7% | $184,203+29.7% | $145,922+63.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.72% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $315 | $7,022-95.5% | $6,427-95.1% | $4,660-93.2% |
| Participant deferral / active EE | $13,309 | $9,806+35.7% | $9,131+45.7% | $6,688+99.0% |
| Admin fee / account holder | $2,288 | $16,364-86.0% | $13,901-83.5% | $13,397-82.9% |