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 | $108,349 | $165,984-34.7% | $164,813-34.3% | $145,922-25.7% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 12.55% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.7pp |
| Employer contribution / active EE | $586 | $5,273-88.9% | $4,341-86.5% | $4,660-87.4% |
| Participant deferral / active EE | $6,442 | $6,959-7.4% | $6,031+6.8% | $6,688-3.7% |
| Admin fee / account holder | $2,689 | $16,648-83.8% | $12,690-78.8% | $13,397-79.9% |