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 | $79,453 | $91,552-13.2% | $133,956-40.7% | $79,858-0.5% |
| Participation rate | 70.5% | 73.3%-2.8pp | 79.8%-9.3pp | 69.6%+0.9pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $173 | $2,384-92.8% | $3,919-95.6% | $2,471-93.0% |
| Participant deferral / active EE | $4,677 | $3,733+25.3% | $5,048-7.3% | $3,740+25.0% |
| Admin fee / account holder | $5,003 | $6,321-20.8% | $8,927-44.0% | $5,306-5.7% |