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 | $38,333 | $238,490-83.9% | $180,183-78.7% | $142,382-73.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 13.42% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $622 | $6,143-89.9% | $5,039-87.7% | $4,299-85.5% |
| Participant deferral / active EE | $3,244 | $7,996-59.4% | $6,822-52.5% | $6,507-50.2% |
| Admin fee / account holder | $4,073 | $28,866-85.9% | $19,975-79.6% | $12,624-67.7% |