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 | $51,907 | $198,466-73.8% | $170,442-69.5% | $147,584-64.8% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.02% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $548 | $6,184-91.1% | $5,433-89.9% | $4,876-88.8% |
| Participant deferral / active EE | $6,904 | $5,629+22.6% | $4,939+39.8% | $5,439+26.9% |
| Admin fee / account holder | $1,134 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |