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 | $90,322 | $177,572-49.1% | $154,803-41.7% | $142,382-36.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $826 | $4,810-82.8% | $4,305-80.8% | $4,299-80.8% |
| Participant deferral / active EE | $5,186 | $6,272-17.3% | $5,540-6.4% | $6,507-20.3% |
| Admin fee / account holder | $60,236 | $16,786+258.8% | $14,329+320.4% | $12,624+377.2% |