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 | $83,763 | $96,965-13.6% | $97,995-14.5% | $147,584-43.2% |
| Participation rate | 87.0% | 83.6%+3.3pp | 82.4%+4.6pp | 82.8%+4.1pp |
| Annual return | 18.48% | 24.11%-5.6pp | 23.94%-5.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,029 | $4,536-77.3% | $4,158-75.3% | $4,876-78.9% |
| Participant deferral / active EE | $4,266 | $5,081-16.0% | $5,097-16.3% | $5,439-21.6% |
| Admin fee / account holder | $388 | $8,120-95.2% | $5,943-93.5% | $10,885-96.4% |