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 | $133,891 | $201,272-33.5% | $184,203-27.3% | $145,922-8.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.35% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $912 | $7,022-87.0% | $6,427-85.8% | $4,660-80.4% |
| Participant deferral / active EE | $7,694 | $9,806-21.5% | $9,131-15.7% | $6,688+15.0% |
| Admin fee / account holder | $39,154 | $16,364+139.3% | $13,901+181.7% | $13,397+192.3% |