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 | $80,798 | $148,534-45.6% | $135,903-40.5% | $139,434-42.1% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 15.99% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $428 | $5,243-91.8% | $4,856-91.2% | $4,751-91.0% |
| Participant deferral / active EE | $4,284 | $8,100-47.1% | $7,758-44.8% | $6,710-36.2% |
| Admin fee / account holder | $4,009 | $12,400-67.7% | $10,762-62.7% | $11,403-64.8% |