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 7-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 | $162,019 | $127,065+27.5% | $113,168+43.2% | $142,382+13.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.29% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $738 | $3,442-78.6% | $2,975-75.2% | $4,299-82.8% |
| Participant deferral / active EE | $7,310 | $5,716+27.9% | $5,107+43.1% | $6,507+12.3% |
| Admin fee / account holder | $1,789 | $15,736-88.6% | $12,068-85.2% | $12,624-85.8% |