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 7-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 | $122,562 | $91,552+33.9% | $133,956-8.5% | $79,858+53.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 32.38% | 61.85%-29.5pp | 45.09%-12.7pp | 31.71%+0.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,941 | $3,733+166.3% | $5,048+97.0% | $3,740+165.8% |
| Admin fee / account holder | $1,393 | $6,321-78.0% | $8,927-84.4% | $5,306-73.7% |