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 | $67,494 | $179,726-62.4% | $156,263-56.8% | $142,382-52.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 11.93% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $708 | $5,069-86.0% | $4,333-83.7% | $4,299-83.5% |
| Participant deferral / active EE | $2,444 | $6,956-64.9% | $6,158-60.3% | $6,507-62.4% |
| Admin fee / account holder | $15,263 | $17,272-11.6% | $14,255+7.1% | $12,624+20.9% |