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 | $114,026 | $201,272-43.3% | $184,203-38.1% | $145,922-21.9% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 11.89% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $959 | $7,022-86.3% | $6,427-85.1% | $4,660-79.4% |
| Participant deferral / active EE | $4,799 | $9,806-51.1% | $9,131-47.4% | $6,688-28.2% |
| Admin fee / account holder | $5,247 | $16,364-67.9% | $13,901-62.3% | $13,397-60.8% |