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 | $209,944 | $89,355+135.0% | $141,162+48.7% | $72,985+187.7% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 20.16% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $380 | $3,114-87.8% | $4,735-92.0% | $2,440-84.4% |
| Participant deferral / active EE | $9,563 | $5,418+76.5% | $6,709+42.5% | $3,607+165.1% |
| Admin fee / account holder | $10,125 | $5,958+69.9% | $10,261-1.3% | $5,124+97.6% |