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 | $206,268 | $95,803+115.3% | $113,168+82.3% | $84,808+143.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.02% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $580 | $2,360-75.4% | $2,975-80.5% | $2,631-78.0% |
| Participant deferral / active EE | $9,465 | $4,242+123.1% | $5,107+85.3% | $4,212+124.7% |
| Admin fee / account holder | $12,102 | $8,989+34.6% | $12,068+0.3% | $7,344+64.8% |