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 | $115,554 | $162,781-29.0% | $133,956-13.7% | $158,922-27.3% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 6.71% | 41.94%-35.2pp | 45.09%-38.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $313 | $4,975-93.7% | $3,919-92.0% | $4,761-93.4% |
| Participant deferral / active EE | $6,197 | $5,911+4.8% | $5,048+22.8% | $5,982+3.6% |
| Admin fee / account holder | $3,148 | $11,736-73.2% | $8,927-64.7% | $11,246-72.0% |