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 | $110,610 | $152,587-27.5% | $125,175-11.6% | $152,861-27.6% |
| Participation rate | 73.9% | 83.3%-9.4pp | 79.8%-5.9pp | 82.4%-8.5pp |
| Annual return | 24.28% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $768 | $4,946-84.5% | $3,865-80.1% | $4,762-83.9% |
| Participant deferral / active EE | $3,750 | $5,868-36.1% | $4,937-24.0% | $5,850-35.9% |
| Admin fee / account holder | $520 | $13,434-96.1% | $9,702-94.6% | $11,596-95.5% |