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 | $69,836 | $228,332-69.4% | $185,823-62.4% | $158,922-56.1% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 12.48% | 40.80%-28.3pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,599 | $6,415-12.7% | $5,632-0.6% | $5,982-6.4% |
| Admin fee / account holder | $10,890 | $11,864-8.2% | $9,500+14.6% | $11,246-3.2% |