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 | $91,134 | $179,726-49.3% | $156,263-41.7% | $142,382-36.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 11.61% | 77.86%-66.2pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $695 | $5,069-86.3% | $4,333-84.0% | $4,299-83.8% |
| Participant deferral / active EE | $3,840 | $6,956-44.8% | $6,158-37.6% | $6,507-41.0% |
| Admin fee / account holder | $1,409 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |