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 5-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 | $88,557 | $176,812-49.9% | $146,665-39.6% | $167,490-47.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 14.68% | 24.03%-9.3pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $683 | $5,160-86.8% | $4,136-83.5% | $4,837-85.9% |
| Participant deferral / active EE | $2,781 | $6,440-56.8% | $5,506-49.5% | $6,341-56.1% |
| Admin fee / account holder | $20,437 | $13,259+54.1% | $10,280+98.8% | $12,309+66.0% |