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 | $156,680 | $179,726-12.8% | $156,263+0.3% | $142,382+10.0% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.9%+7.5pp | 80.1%+6.2pp |
| Annual return | 14.79% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $909 | $5,069-82.1% | $4,333-79.0% | $4,299-78.9% |
| Participant deferral / active EE | $5,576 | $6,956-19.8% | $6,158-9.5% | $6,507-14.3% |
| Admin fee / account holder | $2,379 | $17,272-86.2% | $14,255-83.3% | $12,624-81.2% |