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 | $249,401 | $181,894+37.1% | $156,549+59.3% | $273,961-9.0% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 4.62% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,241 | $6,248-80.1% | $5,501-77.5% | $4,869-74.5% |
| Participant deferral / active EE | $3,766 | $5,550-32.1% | $4,871-22.7% | $5,287-28.8% |
| Admin fee / account holder | $47,035 | $15,559+202.3% | $13,027+261.0% | $10,132+364.2% |