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 | $127,043 | $214,378-40.7% | $200,582-36.7% | $142,382-10.8% |
| Participation rate | 85.0% | 87.4%-2.4pp | 86.9%-1.9pp | 80.1%+4.9pp |
| Annual return | 15.51% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,046 | $6,841-84.7% | $6,419-83.7% | $4,299-75.7% |
| Participant deferral / active EE | $5,794 | $9,865-41.3% | $9,331-37.9% | $6,507-11.0% |
| Admin fee / account holder | $5,822 | $17,692-67.1% | $16,305-64.3% | $12,624-53.9% |