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 | $34,153 | $165,335-79.3% | $149,696-77.2% | $158,922-78.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.97% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $505 | $5,103-90.1% | $4,644-89.1% | $4,761-89.4% |
| Participant deferral / active EE | $6,850 | $7,181-4.6% | $6,842+0.1% | $5,982+14.5% |
| Admin fee / account holder | $3,907 | $10,807-63.8% | $9,309-58.0% | $11,246-65.3% |