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 | $79,477 | $179,726-55.8% | $156,263-49.1% | $142,382-44.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 226.05% | 77.86%+148.2pp | 59.47%+166.6pp | 217.08%+9.0pp |
| Employer contribution / active EE | $835 | $5,069-83.5% | $4,333-80.7% | $4,299-80.6% |
| Participant deferral / active EE | $4,173 | $6,956-40.0% | $6,158-32.2% | $6,507-35.9% |
| Admin fee / account holder | $1,057 | $17,272-93.9% | $14,255-92.6% | $12,624-91.6% |