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 | $62,936 | $111,754-43.7% | $103,333-39.1% | $145,922-56.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 10.39% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $432 | $4,212-89.7% | $3,868-88.8% | $4,660-90.7% |
| Participant deferral / active EE | $1,836 | $5,619-67.3% | $5,057-63.7% | $6,688-72.5% |
| Admin fee / account holder | $1,107 | $9,750-88.6% | $8,355-86.8% | $13,397-91.7% |