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 | $109,402 | $148,534-26.3% | $135,903-19.5% | $139,434-21.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $747 | $5,243-85.8% | $4,856-84.6% | $4,751-84.3% |
| Participant deferral / active EE | $8,390 | $8,100+3.6% | $7,758+8.1% | $6,710+25.0% |
| Admin fee / account holder | $25,316 | $12,400+104.2% | $10,762+135.2% | $11,403+122.0% |