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 | $75,302 | $228,332-67.0% | $185,823-59.5% | $158,922-52.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 7.68% | 40.80%-33.1pp | 35.95%-28.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $422 | $4,967-91.5% | $4,087-89.7% | $4,761-91.1% |
| Participant deferral / active EE | $7,800 | $6,415+21.6% | $5,632+38.5% | $5,982+30.4% |
| Admin fee / account holder | $644 | $11,864-94.6% | $9,500-93.2% | $11,246-94.3% |