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 | $64,238 | $117,841-45.5% | $102,423-37.3% | $145,922-56.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 8.99% | 31.65%-22.7pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $481 | $3,615-86.7% | $3,023-84.1% | $4,660-89.7% |
| Participant deferral / active EE | $2,731 | $5,731-52.3% | $5,053-46.0% | $6,688-59.2% |
| Admin fee / account holder | $5,701 | $13,326-57.2% | $9,451-39.7% | $13,397-57.4% |