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 | $71,840 | $117,983-39.1% | $101,794-29.4% | $142,382-49.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 14.39% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $319 | $2,773-88.5% | $2,289-86.0% | $4,299-92.6% |
| Participant deferral / active EE | $5,863 | $4,714+24.4% | $4,084+43.6% | $6,507-9.9% |
| Admin fee / account holder | $6,054 | $10,433-42.0% | $8,777-31.0% | $12,624-52.0% |