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 | $39,513 | $144,119-72.6% | $117,854-66.5% | $147,584-73.2% |
| Participation rate | 86.4% | 83.4%+2.9pp | 79.7%+6.7pp | 82.8%+3.5pp |
| Annual return | 12.51% | 531.15%-518.6pp | 335.08%-322.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $298 | $4,896-93.9% | $3,786-92.1% | $4,876-93.9% |
| Participant deferral / active EE | $3,360 | $5,316-36.8% | $4,482-25.0% | $5,439-38.2% |
| Admin fee / account holder | $21,733 | $10,886+99.6% | $8,020+171.0% | $10,885+99.7% |