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 | $84,738 | $162,781-47.9% | $133,956-36.7% | $158,922-46.7% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 15.99% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $497 | $4,975-90.0% | $3,919-87.3% | $4,761-89.6% |
| Participant deferral / active EE | $4,939 | $5,911-16.4% | $5,048-2.1% | $5,982-17.4% |
| Admin fee / account holder | $1,889 | $11,736-83.9% | $8,927-78.8% | $11,246-83.2% |