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 | $222,200 | $109,413+103.1% | $156,263+42.2% | $84,808+162.0% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 19.49% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $289 | $2,907-90.0% | $4,333-93.3% | $2,631-89.0% |
| Participant deferral / active EE | $6,855 | $4,590+49.3% | $6,158+11.3% | $4,212+62.8% |
| Admin fee / account holder | $42,311 | $9,357+352.2% | $14,255+196.8% | $7,344+476.1% |