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 | $73,816 | $117,983-37.4% | $101,794-27.5% | $142,382-48.2% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 15.87% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $357 | $2,773-87.1% | $2,289-84.4% | $4,299-91.7% |
| Participant deferral / active EE | $3,885 | $4,714-17.6% | $4,084-4.9% | $6,507-40.3% |
| Admin fee / account holder | $2,000 | $10,433-80.8% | $8,777-77.2% | $12,624-84.2% |