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 | $100,232 | $127,065-21.1% | $113,168-11.4% | $142,382-29.6% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 10.21% | 24.03%-13.8pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $532 | $3,442-84.6% | $2,975-82.1% | $4,299-87.6% |
| Participant deferral / active EE | $4,037 | $5,716-29.4% | $5,107-21.0% | $6,507-38.0% |
| Admin fee / account holder | $6,951 | $15,736-55.8% | $12,068-42.4% | $12,624-44.9% |