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 | $84,077 | $165,335-49.1% | $149,696-43.8% | $158,922-47.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.36% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $857 | $5,103-83.2% | $4,644-81.5% | $4,761-82.0% |
| Participant deferral / active EE | $4,235 | $7,181-41.0% | $6,842-38.1% | $5,982-29.2% |
| Admin fee / account holder | $4,284 | $10,807-60.4% | $9,309-54.0% | $11,246-61.9% |