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 | $84,886 | $209,411-59.5% | $178,490-52.4% | $158,922-46.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.28% | 188.75%-178.5pp | 151.07%-140.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $822 | $5,706-85.6% | $5,011-83.6% | $4,761-82.7% |
| Participant deferral / active EE | $2,543 | $5,954-57.3% | $5,202-51.1% | $5,982-57.5% |
| Admin fee / account holder | $984 | $17,074-94.2% | $13,984-93.0% | $11,246-91.2% |