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 | $70,330 | $165,984-57.6% | $164,813-57.3% | $145,922-51.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.73% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $699 | $5,273-86.7% | $4,341-83.9% | $4,660-85.0% |
| Participant deferral / active EE | $4,240 | $6,959-39.1% | $6,031-29.7% | $6,688-36.6% |
| Admin fee / account holder | $19,942 | $16,648+19.8% | $12,690+57.1% | $13,397+48.9% |