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 | $75,978 | $209,832-63.8% | $189,513-59.9% | $167,490-54.6% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 13.91% | 748.27%-734.4pp | 555.15%-541.2pp | 478.56%-464.6pp |
| Employer contribution / active EE | $565 | $6,914-91.8% | $6,162-90.8% | $4,837-88.3% |
| Participant deferral / active EE | $5,531 | $8,935-38.1% | $8,221-32.7% | $6,341-12.8% |
| Admin fee / account holder | $2,649 | $14,293-81.5% | $12,045-78.0% | $12,309-78.5% |