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 | $84,016 | $162,781-48.4% | $133,956-37.3% | $158,922-47.1% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 9.50% | 41.94%-32.4pp | 45.09%-35.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $383 | $4,975-92.3% | $3,919-90.2% | $4,761-92.0% |
| Participant deferral / active EE | $2,679 | $5,911-54.7% | $5,048-46.9% | $5,982-55.2% |
| Admin fee / account holder | $28,991 | $11,736+147.0% | $8,927+224.8% | $11,246+157.8% |