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 | $79,658 | $209,411-62.0% | $178,490-55.4% | $158,922-49.9% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 18.54% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $223 | $5,706-96.1% | $5,011-95.6% | $4,761-95.3% |
| Participant deferral / active EE | $3,993 | $5,954-32.9% | $5,202-23.2% | $5,982-33.3% |
| Admin fee / account holder | $1,209 | $17,074-92.9% | $13,984-91.4% | $11,246-89.3% |