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 | $68,361 | $165,984-58.8% | $164,813-58.5% | $145,922-53.2% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.4pp |
| Annual return | 9.04% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.2pp |
| Employer contribution / active EE | $674 | $5,273-87.2% | $4,341-84.5% | $4,660-85.5% |
| Participant deferral / active EE | $5,704 | $6,959-18.0% | $6,031-5.4% | $6,688-14.7% |
| Admin fee / account holder | $12,953 | $16,648-22.2% | $12,690+2.1% | $13,397-3.3% |