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 | $90,739 | $165,335-45.1% | $149,696-39.4% | $158,922-42.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.34% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $510 | $5,103-90.0% | $4,644-89.0% | $4,761-89.3% |
| Participant deferral / active EE | $5,244 | $7,181-27.0% | $6,842-23.4% | $5,982-12.3% |
| Admin fee / account holder | $31,931 | $10,807+195.5% | $9,309+243.0% | $11,246+183.9% |