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 | $91,523 | $197,591-53.7% | $177,821-48.5% | $158,922-42.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 26.60% | 58.76%-32.2pp | 48.32%-21.7pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,067 | $6,697-84.1% | $5,918-82.0% | $4,761-77.6% |
| Participant deferral / active EE | $6,324 | $8,405-24.8% | $7,714-18.0% | $5,982+5.7% |
| Admin fee / account holder | $693 | $15,399-95.5% | $12,427-94.4% | $11,246-93.8% |