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 | $133,430 | $197,591-32.5% | $177,821-25.0% | $158,922-16.0% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 13.01% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $600 | $6,697-91.0% | $5,918-89.9% | $4,761-87.4% |
| Participant deferral / active EE | $9,524 | $8,405+13.3% | $7,714+23.5% | $5,982+59.2% |
| Admin fee / account holder | $9,307 | $15,399-39.6% | $12,427-25.1% | $11,246-17.2% |