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 | $41,836 | $198,466-78.9% | $170,442-75.5% | $147,584-71.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.22% | 257.29%-244.1pp | 205.93%-192.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $681 | $6,184-89.0% | $5,433-87.5% | $4,876-86.0% |
| Participant deferral / active EE | $6,383 | $5,629+13.4% | $4,939+29.2% | $5,439+17.4% |
| Admin fee / account holder | $1,982 | $16,852-88.2% | $13,880-85.7% | $10,885-81.8% |