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 | $69,760 | $197,591-64.7% | $177,821-60.8% | $158,922-56.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 11.87% | 58.76%-46.9pp | 48.32%-36.4pp | 302.83%-291.0pp |
| Employer contribution / active EE | $574 | $6,697-91.4% | $5,918-90.3% | $4,761-87.9% |
| Participant deferral / active EE | $3,094 | $8,405-63.2% | $7,714-59.9% | $5,982-48.3% |
| Admin fee / account holder | $561 | $15,399-96.4% | $12,427-95.5% | $11,246-95.0% |