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 | $92,471 | $127,065-27.2% | $113,168-18.3% | $142,382-35.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 15.67% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $419 | $3,442-87.8% | $2,975-85.9% | $4,299-90.2% |
| Participant deferral / active EE | $9,758 | $5,716+70.7% | $5,107+91.1% | $6,507+50.0% |
| Admin fee / account holder | $614 | $15,736-96.1% | $12,068-94.9% | $12,624-95.1% |