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 | $95,591 | $185,822-48.6% | $169,993-43.8% | $139,434-31.4% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 14.95% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $888 | $7,590-88.3% | $6,785-86.9% | $4,751-81.3% |
| Participant deferral / active EE | $4,913 | $11,622-57.7% | $10,408-52.8% | $6,710-26.8% |
| Admin fee / account holder | $18,410 | $15,381+19.7% | $12,815+43.7% | $11,403+61.5% |