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 | $92,094 | $114,381-19.5% | $107,525-14.4% | $142,382-35.3% |
| Participation rate | 78.3% | 78.1%+0.1pp | 75.1%+3.2pp | 80.1%-1.9pp |
| Annual return | 13.93% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,161 | $5,564+28.7% | $5,116+40.0% | $6,507+10.0% |
| Admin fee / account holder | $12,548 | $9,860+27.3% | $8,919+40.7% | $12,624-0.6% |