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 | $216,608 | $109,413+98.0% | $156,263+38.6% | $84,808+155.4% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 14.97% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,752 | $4,590+90.7% | $6,158+42.1% | $4,212+107.8% |
| Admin fee / account holder | $18,472 | $9,357+97.4% | $14,255+29.6% | $7,344+151.5% |