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 | $121,485 | $201,272-39.6% | $184,203-34.0% | $145,922-16.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.29% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $141 | $7,022-98.0% | $6,427-97.8% | $4,660-97.0% |
| Participant deferral / active EE | $5,472 | $9,806-44.2% | $9,131-40.1% | $6,688-18.2% |
| Admin fee / account holder | $12,537 | $16,364-23.4% | $13,901-9.8% | $13,397-6.4% |