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 | $98,455 | $197,591-50.2% | $177,821-44.6% | $158,922-38.0% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 13.49% | 58.76%-45.3pp | 48.32%-34.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $928 | $6,697-86.1% | $5,918-84.3% | $4,761-80.5% |
| Participant deferral / active EE | $6,361 | $8,405-24.3% | $7,714-17.5% | $5,982+6.3% |
| Admin fee / account holder | $1,022 | $15,399-93.4% | $12,427-91.8% | $11,246-90.9% |