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 | $191,911 | $125,758+52.6% | $169,993+12.9% | $75,163+155.3% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 16.81% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,062 | $4,615-77.0% | $6,785-84.4% | $2,670-60.2% |
| Participant deferral / active EE | $12,268 | $6,837+79.4% | $10,408+17.9% | $4,125+197.4% |
| Admin fee / account holder | $17,543 | $8,173+114.6% | $12,815+36.9% | $5,651+210.4% |