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 | $42,781 | $209,411-79.6% | $178,490-76.0% | $158,922-73.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.51% | 188.75%-169.2pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,007 | $5,706-82.4% | $5,011-79.9% | $4,761-78.9% |
| Participant deferral / active EE | $2,195 | $5,954-63.1% | $5,202-57.8% | $5,982-63.3% |
| Admin fee / account holder | $2,098 | $17,074-87.7% | $13,984-85.0% | $11,246-81.3% |