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 | $110,680 | $179,726-38.4% | $156,263-29.2% | $142,382-22.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 19.41% | 77.86%-58.4pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $729 | $5,069-85.6% | $4,333-83.2% | $4,299-83.0% |
| Participant deferral / active EE | $2,158 | $6,956-69.0% | $6,158-65.0% | $6,507-66.8% |
| Admin fee / account holder | $20,188 | $17,272+16.9% | $14,255+41.6% | $12,624+59.9% |