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 | $242,930 | $179,726+35.2% | $156,263+55.5% | $142,382+70.6% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 15.63% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $989 | $5,069-80.5% | $4,333-77.2% | $4,299-77.0% |
| Participant deferral / active EE | $5,835 | $6,956-16.1% | $6,158-5.3% | $6,507-10.3% |
| Admin fee / account holder | $1,590 | $17,272-90.8% | $14,255-88.8% | $12,624-87.4% |