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 5-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 | $92,760 | $179,726-48.4% | $156,263-40.6% | $142,382-34.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 20.76% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $709 | $5,069-86.0% | $4,333-83.6% | $4,299-83.5% |
| Participant deferral / active EE | $13,040 | $6,956+87.5% | $6,158+111.7% | $6,507+100.4% |
| Admin fee / account holder | $5,844 | $17,272-66.2% | $14,255-59.0% | $12,624-53.7% |