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 | $87,468 | $103,376-15.4% | $87,100+0.4% | $152,861-42.8% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 24.04% | 28.10%-4.1pp | 28.19%-4.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $119 | $3,220-96.3% | $2,521-95.3% | $4,762-97.5% |
| Participant deferral / active EE | $2,652 | $4,778-44.5% | $4,049-34.5% | $5,850-54.7% |
| Admin fee / account holder | $3,204 | $12,205-73.7% | $7,497-57.3% | $11,596-72.4% |