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 | $31,799 | $144,119-77.9% | $117,854-73.0% | $147,584-78.5% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 16.06% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $735 | $4,896-85.0% | $3,786-80.6% | $4,876-84.9% |
| Participant deferral / active EE | $2,317 | $5,316-56.4% | $4,482-48.3% | $5,439-57.4% |
| Admin fee / account holder | $2,322 | $10,886-78.7% | $8,020-71.0% | $10,885-78.7% |