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 | $114,972 | $162,781-29.4% | $133,956-14.2% | $158,922-27.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 25.12% | 41.94%-16.8pp | 45.09%-20.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $879 | $4,975-82.3% | $3,919-77.6% | $4,761-81.5% |
| Participant deferral / active EE | $2,152 | $5,911-63.6% | $5,048-57.4% | $5,982-64.0% |
| Admin fee / account holder | $4,121 | $11,736-64.9% | $8,927-53.8% | $11,246-63.4% |