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 | $143,099 | $214,378-33.2% | $200,582-28.7% | $142,382+0.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.04% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $791 | $6,841-88.4% | $6,419-87.7% | $4,299-81.6% |
| Participant deferral / active EE | $6,386 | $9,865-35.3% | $9,331-31.6% | $6,507-1.9% |
| Admin fee / account holder | $4,392 | $17,692-75.2% | $16,305-73.1% | $12,624-65.2% |