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 | $118,080 | $176,056-32.9% | $159,436-25.9% | $167,490-29.5% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 12.89% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,240 | $7,750-45.3% | $7,352-42.3% | $6,341-33.1% |
| Admin fee / account holder | $7,000 | $12,554-44.2% | $10,799-35.2% | $12,309-43.1% |