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 | $112,350 | $197,591-43.1% | $177,821-36.8% | $158,922-29.3% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 7.60% | 58.76%-51.2pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,367 | $6,697-79.6% | $5,918-76.9% | $4,761-71.3% |
| Participant deferral / active EE | $4,454 | $8,405-47.0% | $7,714-42.3% | $5,982-25.5% |
| Admin fee / account holder | $44,115 | $15,399+186.5% | $12,427+255.0% | $11,246+292.3% |