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 | $65,181 | $157,256-58.6% | $141,162-53.8% | $152,861-57.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 17.78% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $518 | $5,261-90.1% | $4,735-89.1% | $4,762-89.1% |
| Participant deferral / active EE | $3,081 | $7,109-56.7% | $6,709-54.1% | $5,850-47.3% |
| Admin fee / account holder | $4,377 | $12,120-63.9% | $10,261-57.3% | $11,596-62.3% |