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 | $91,822 | $176,056-47.8% | $159,436-42.4% | $167,490-45.2% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 27.03% | 331.75%-304.7pp | 263.57%-236.5pp | 478.56%-451.5pp |
| Employer contribution / active EE | $916 | $5,297-82.7% | $4,829-81.0% | $4,837-81.1% |
| Participant deferral / active EE | $6,593 | $7,750-14.9% | $7,352-10.3% | $6,341+4.0% |
| Admin fee / account holder | $971 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |