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 | $59,557 | $154,117-61.4% | $129,995-54.2% | $139,434-57.3% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 22.06% | 32.48%-10.4pp | -137.18%+159.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $440 | $5,289-91.7% | $4,320-89.8% | $4,751-90.7% |
| Participant deferral / active EE | $2,055 | $6,710-69.4% | $5,820-64.7% | $6,710-69.4% |
| Admin fee / account holder | $20,217 | $14,007+44.3% | $10,614+90.5% | $11,403+77.3% |