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 | $110,688 | $159,901-30.8% | $146,958-24.7% | $145,922-24.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.55% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $508 | $5,286-90.4% | $4,933-89.7% | $4,660-89.1% |
| Participant deferral / active EE | $5,810 | $8,428-31.1% | $8,070-28.0% | $6,688-13.1% |
| Admin fee / account holder | $41,504 | $15,044+175.9% | $12,998+219.3% | $13,397+209.8% |