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 | $56,185 | $198,466-71.7% | $170,442-67.0% | $147,584-61.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.91% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,290 | $6,184-79.1% | $5,433-76.3% | $4,876-73.5% |
| Participant deferral / active EE | $3,783 | $5,629-32.8% | $4,939-23.4% | $5,439-30.4% |
| Admin fee / account holder | $6,774 | $16,852-59.8% | $13,880-51.2% | $10,885-37.8% |