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 | $108,839 | $165,335-34.2% | $149,696-27.3% | $158,922-31.5% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.92% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $429 | $5,103-91.6% | $4,644-90.8% | $4,761-91.0% |
| Participant deferral / active EE | $9,268 | $7,181+29.1% | $6,842+35.5% | $5,982+54.9% |
| Admin fee / account holder | $2,551 | $10,807-76.4% | $9,309-72.6% | $11,246-77.3% |