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 | $109,028 | $209,411-47.9% | $178,490-38.9% | $158,922-31.4% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 9.51% | 188.75%-179.2pp | 151.07%-141.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $740 | $5,706-87.0% | $5,011-85.2% | $4,761-84.5% |
| Participant deferral / active EE | $4,233 | $5,954-28.9% | $5,202-18.6% | $5,982-29.2% |
| Admin fee / account holder | $3,528 | $17,074-79.3% | $13,984-74.8% | $11,246-68.6% |