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 9-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 | $213,464 | $93,571+128.1% | $135,903+57.1% | $75,163+184.0% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,353 | $6,404-0.8% | $7,758-18.1% | $4,125+54.0% |
| Admin fee / account holder | $8,843 | $6,975+26.8% | $10,762-17.8% | $5,651+56.5% |