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 | $24,451 | $165,335-85.2% | $149,696-83.7% | $158,922-84.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.47% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $775 | $5,103-84.8% | $4,644-83.3% | $4,761-83.7% |
| Participant deferral / active EE | $5,236 | $7,181-27.1% | $6,842-23.5% | $5,982-12.5% |
| Admin fee / account holder | $348 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |