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 | $215,531 | $214,378+0.5% | $200,582+7.5% | $142,382+51.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 15.98% | 46.41%-30.4pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $217 | $6,841-96.8% | $6,419-96.6% | $4,299-94.9% |
| Participant deferral / active EE | $15,173 | $9,865+53.8% | $9,331+62.6% | $6,507+133.2% |
| Admin fee / account holder | $33,601 | $17,692+89.9% | $16,305+106.1% | $12,624+166.2% |