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 | $69,747 | $112,096-37.8% | $95,952-27.3% | $158,922-56.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 10.62% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $391 | $3,198-87.8% | $2,541-84.6% | $4,761-91.8% |
| Participant deferral / active EE | $2,076 | $4,784-56.6% | $4,167-50.2% | $5,982-65.3% |
| Admin fee / account holder | $1,098 | $10,130-89.2% | $6,795-83.8% | $11,246-90.2% |