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 | $46,910 | $228,332-79.5% | $185,823-74.8% | $158,922-70.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.14% | 40.80%-30.7pp | 35.95%-25.8pp | 302.83%-292.7pp |
| Employer contribution / active EE | $273 | $4,967-94.5% | $4,087-93.3% | $4,761-94.3% |
| Participant deferral / active EE | $3,098 | $6,415-51.7% | $5,632-45.0% | $5,982-48.2% |
| Admin fee / account holder | $683 | $11,864-94.2% | $9,500-92.8% | $11,246-93.9% |