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 | $81,486 | $167,484-51.3% | $151,611-46.3% | $134,475-39.4% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | 33.44% | 7.80%+25.6pp | 3.33%+30.1pp | 417.96%-384.5pp |
| Employer contribution / active EE | $319 | $6,829-95.3% | $6,166-94.8% | $4,740-93.3% |
| Participant deferral / active EE | $6,104 | $8,986-32.1% | $8,363-27.0% | $6,400-4.6% |
| Admin fee / account holder | $13,184 | $13,783-4.3% | $11,616+13.5% | $11,426+15.4% |