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 | $146,624 | $165,335-11.3% | $149,696-2.1% | $158,922-7.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.30% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $552 | $5,103-89.2% | $4,644-88.1% | $4,761-88.4% |
| Participant deferral / active EE | $3,012 | $7,181-58.1% | $6,842-56.0% | $5,982-49.6% |
| Admin fee / account holder | $1,511 | $10,807-86.0% | $9,309-83.8% | $11,246-86.6% |