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 | $78,091 | $179,726-56.6% | $156,263-50.0% | $142,382-45.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 11.80% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $726 | $5,069-85.7% | $4,333-83.2% | $4,299-83.1% |
| Participant deferral / active EE | $2,379 | $6,956-65.8% | $6,158-61.4% | $6,507-63.4% |
| Admin fee / account holder | $78,104 | $17,272+352.2% | $14,255+447.9% | $12,624+518.7% |