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 | $108,942 | $149,734-27.2% | $118,925-8.4% | $158,922-31.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 15.14% | 19.95%-4.8pp | 35.88%-20.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $651 | $4,115-84.2% | $3,263-80.0% | $4,761-86.3% |
| Participant deferral / active EE | $2,991 | $5,223-42.7% | $4,265-29.9% | $5,982-50.0% |
| Admin fee / account holder | $839 | $8,603-90.2% | $6,581-87.2% | $11,246-92.5% |