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 | $126,022 | $110,257+14.3% | $96,544+30.5% | $139,434-9.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 12.28% | 26.32%-14.0pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $803 | $3,620-77.8% | $2,965-72.9% | $4,751-83.1% |
| Participant deferral / active EE | $7,130 | $5,548+28.5% | $4,851+47.0% | $6,710+6.3% |
| Admin fee / account holder | $25,243 | $11,591+117.8% | $8,252+205.9% | $11,403+121.4% |