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 | $89,084 | $111,754-20.3% | $103,333-13.8% | $145,922-39.0% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $660 | $4,212-84.3% | $3,868-82.9% | $4,660-85.8% |
| Participant deferral / active EE | $1,667 | $5,619-70.3% | $5,057-67.0% | $6,688-75.1% |
| Admin fee / account holder | $1,121 | $9,750-88.5% | $8,355-86.6% | $13,397-91.6% |