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 | $90,631 | $142,405-36.4% | $115,157-21.3% | $152,861-40.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 20.56% | 41.48%-20.9pp | 35.60%-15.0pp | 345.32%-324.8pp |
| Employer contribution / active EE | $639 | $4,010-84.1% | $3,179-79.9% | $4,762-86.6% |
| Participant deferral / active EE | $2,949 | $5,164-42.9% | $4,168-29.2% | $5,850-49.6% |
| Admin fee / account holder | $748 | $8,462-91.2% | $7,088-89.4% | $11,596-93.5% |