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 | $81,249 | $179,726-54.8% | $156,263-48.0% | $142,382-42.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 25.36% | 77.86%-52.5pp | 59.47%-34.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $7 | $5,069-99.9% | $4,333-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $4,673 | $6,956-32.8% | $6,158-24.1% | $6,507-28.2% |
| Admin fee / account holder | $869 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |