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 | $121,266 | $183,963-34.1% | $162,163-25.2% | $152,861-20.7% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 19.41% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $854 | $6,371-86.6% | $5,614-84.8% | $4,762-82.1% |
| Participant deferral / active EE | $4,393 | $8,034-45.3% | $7,298-39.8% | $5,850-24.9% |
| Admin fee / account holder | $48,849 | $13,121+272.3% | $10,843+350.5% | $11,596+321.2% |