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 | $51,103 | $152,587-66.5% | $125,175-59.2% | $152,861-66.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.92% | 54.84%-33.9pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $487 | $4,946-90.1% | $3,865-87.4% | $4,762-89.8% |
| Participant deferral / active EE | $2,974 | $5,868-49.3% | $4,937-39.8% | $5,850-49.2% |
| Admin fee / account holder | $837 | $13,434-93.8% | $9,702-91.4% | $11,596-92.8% |