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 | $244,569 | $123,793+97.6% | $177,821+37.5% | $79,858+206.3% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 13.09% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $501 | $4,095-87.8% | $5,918-91.5% | $2,471-79.7% |
| Participant deferral / active EE | $7,749 | $5,956+30.1% | $7,714+0.4% | $3,740+107.2% |
| Admin fee / account holder | $11,112 | $7,243+53.4% | $12,427-10.6% | $5,306+109.4% |