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 | $117,135 | $148,534-21.1% | $135,903-13.8% | $139,434-16.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.28% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $813 | $5,243-84.5% | $4,856-83.3% | $4,751-82.9% |
| Participant deferral / active EE | $2,608 | $8,100-67.8% | $7,758-66.4% | $6,710-61.1% |
| Admin fee / account holder | $401 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |