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 | $131,862 | $179,726-26.6% | $156,263-15.6% | $142,382-7.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.35% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $511 | $5,069-89.9% | $4,333-88.2% | $4,299-88.1% |
| Participant deferral / active EE | $4,380 | $6,956-37.0% | $6,158-28.9% | $6,507-32.7% |
| Admin fee / account holder | $7,177 | $17,272-58.4% | $14,255-49.7% | $12,624-43.1% |