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 | $87,995 | $127,065-30.7% | $113,168-22.2% | $142,382-38.2% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $472 | $3,442-86.3% | $2,975-84.1% | $4,299-89.0% |
| Participant deferral / active EE | $2,447 | $5,716-57.2% | $5,107-52.1% | $6,507-62.4% |
| Admin fee / account holder | $10,664 | $15,736-32.2% | $12,068-11.6% | $12,624-15.5% |