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 | $103,408 | $126,574-18.3% | $106,213-2.6% | $145,922-29.1% |
| Participation rate | 77.3% | 77.6%-0.4pp | 75.3%+2.0pp | 80.3%-3.0pp |
| Annual return | 11.00% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $515 | $3,730-86.2% | $3,171-83.8% | $4,660-89.0% |
| Participant deferral / active EE | $3,053 | $5,724-46.7% | $5,016-39.1% | $6,688-54.4% |
| Admin fee / account holder | $25,958 | $17,304+50.0% | $11,033+135.3% | $13,397+93.8% |