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 8-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 | $176,574 | $117,841+49.8% | $102,423+72.4% | $145,922+21.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 26.03% | 31.65%-5.6pp | 29.32%-3.3pp | 561.29%-535.3pp |
| Employer contribution / active EE | $564 | $3,615-84.4% | $3,023-81.3% | $4,660-87.9% |
| Participant deferral / active EE | $6,685 | $5,731+16.6% | $5,053+32.3% | $6,6880% |
| Admin fee / account holder | $53,400 | $13,326+300.7% | $9,451+465.0% | $13,397+298.6% |