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 | $111,268 | $144,119-22.8% | $117,854-5.6% | $147,584-24.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 15.64% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $501 | $4,896-89.8% | $3,786-86.8% | $4,876-89.7% |
| Participant deferral / active EE | $3,052 | $5,316-42.6% | $4,482-31.9% | $5,439-43.9% |
| Admin fee / account holder | $1,082 | $10,886-90.1% | $8,020-86.5% | $10,885-90.1% |