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 | $101,223 | $179,726-43.7% | $156,263-35.2% | $142,382-28.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 14.99% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $781 | $5,069-84.6% | $4,333-82.0% | $4,299-81.8% |
| Participant deferral / active EE | $3,199 | $6,956-54.0% | $6,158-48.0% | $6,507-50.8% |
| Admin fee / account holder | $16,208 | $17,272-6.2% | $14,255+13.7% | $12,624+28.4% |