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 | $95,070 | $197,591-51.9% | $177,821-46.5% | $158,922-40.2% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 11.14% | 58.76%-47.6pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,189 | $6,697-82.2% | $5,918-79.9% | $4,761-75.0% |
| Participant deferral / active EE | $4,121 | $8,405-51.0% | $7,714-46.6% | $5,982-31.1% |
| Admin fee / account holder | $3,349 | $15,399-78.2% | $12,427-73.0% | $11,246-70.2% |