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 | $128,086 | $197,591-35.2% | $177,821-28.0% | $158,922-19.4% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 10.18% | 58.76%-48.6pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $976 | $6,697-85.4% | $5,918-83.5% | $4,761-79.5% |
| Participant deferral / active EE | $4,572 | $8,405-45.6% | $7,714-40.7% | $5,982-23.6% |
| Admin fee / account holder | $3,969 | $15,399-74.2% | $12,427-68.1% | $11,246-64.7% |