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 | $67,972 | $112,096-39.4% | $95,952-29.2% | $158,922-57.2% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 10.04% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $231 | $3,198-92.8% | $2,541-90.9% | $4,761-95.2% |
| Participant deferral / active EE | $1,558 | $4,784-67.4% | $4,167-62.6% | $5,982-74.0% |
| Admin fee / account holder | $1,581 | $10,130-84.4% | $6,795-76.7% | $11,246-85.9% |