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 | $50,955 | $162,781-68.7% | $133,956-62.0% | $158,922-67.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 118.07% | 41.94%+76.1pp | 45.09%+73.0pp | 302.83%-184.8pp |
| Employer contribution / active EE | $468 | $4,975-90.6% | $3,919-88.1% | $4,761-90.2% |
| Participant deferral / active EE | $6,532 | $5,911+10.5% | $5,048+29.4% | $5,982+9.2% |
| Admin fee / account holder | $48,356 | $11,736+312.0% | $8,927+441.7% | $11,246+330.0% |