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 | $71,664 | $112,096-36.1% | $95,952-25.3% | $158,922-54.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 9.89% | 171.09%-161.2pp | 91.61%-81.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $171 | $3,198-94.7% | $2,541-93.3% | $4,761-96.4% |
| Participant deferral / active EE | $1,617 | $4,784-66.2% | $4,167-61.2% | $5,982-73.0% |
| Admin fee / account holder | $815 | $10,130-92.0% | $6,795-88.0% | $11,246-92.8% |