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 | $93,619 | $201,272-53.5% | $184,203-49.2% | $145,922-35.8% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 14.18% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,200 | $7,022-82.9% | $6,427-81.3% | $4,660-74.2% |
| Participant deferral / active EE | $4,404 | $9,806-55.1% | $9,131-51.8% | $6,688-34.1% |
| Admin fee / account holder | $5,858 | $16,364-64.2% | $13,901-57.9% | $13,397-56.3% |