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 | $75,734 | $78,422-3.4% | $95,952-21.1% | $79,858-5.2% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 12.53% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $197 | $1,945-89.9% | $2,541-92.3% | $2,471-92.0% |
| Participant deferral / active EE | $5,180 | $3,440+50.6% | $4,167+24.3% | $3,740+38.5% |
| Admin fee / account holder | $1,117 | $5,622-80.1% | $6,795-83.6% | $5,306-78.9% |