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 | $81,890 | $214,378-61.8% | $200,582-59.2% | $142,382-42.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 14.82% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,235 | $6,841-82.0% | $6,419-80.8% | $4,299-71.3% |
| Participant deferral / active EE | $3,178 | $9,865-67.8% | $9,331-65.9% | $6,507-51.2% |
| Admin fee / account holder | $4,038 | $17,692-77.2% | $16,305-75.2% | $12,624-68.0% |