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 | $104,216 | $183,519-43.2% | $155,509-33.0% | $145,922-28.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.35% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $122 | $5,313-97.7% | $4,672-97.4% | $4,660-97.4% |
| Participant deferral / active EE | $4,091 | $6,462-36.7% | $5,626-27.3% | $6,688-38.8% |
| Admin fee / account holder | $1,014 | $19,313-94.8% | $15,912-93.6% | $13,397-92.4% |