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 | $64,853 | $165,984-60.9% | $164,813-60.7% | $145,922-55.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.34% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $491 | $5,273-90.7% | $4,341-88.7% | $4,660-89.5% |
| Participant deferral / active EE | $4,477 | $6,959-35.7% | $6,031-25.8% | $6,688-33.1% |
| Admin fee / account holder | $367 | $16,648-97.8% | $12,690-97.1% | $13,397-97.3% |