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 | $205,568 | $45,073+356.1% | $69,455+196.0% | $72,985+181.7% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.1pp | 69.5%+24.3pp |
| Annual return | 19.57% | 22.65%-3.1pp | 28.97%-9.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,181 | $2,602+406.6% | $3,535+272.8% | $3,607+265.4% |
| Admin fee / account holder | $3,741 | $3,056+22.4% | $3,839-2.6% | $5,124-27.0% |