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 | $89,832 | $112,096-19.9% | $95,952-6.4% | $158,922-43.5% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.24% | 171.09%-153.9pp | 91.61%-74.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $457 | $3,198-85.7% | $2,541-82.0% | $4,761-90.4% |
| Participant deferral / active EE | $4,134 | $4,784-13.6% | $4,167-0.8% | $5,982-30.9% |
| Admin fee / account holder | $1,647 | $10,130-83.7% | $6,795-75.8% | $11,246-85.4% |