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 | $81,605 | $135,635-39.8% | $110,238-26.0% | $135,375-39.7% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | 4.49% | 513.19%-508.7pp | 314.74%-310.2pp | 519.73%-515.2pp |
| Employer contribution / active EE | $882 | $4,906-82.0% | $3,826-76.9% | $4,779-81.5% |
| Participant deferral / active EE | $4,325 | $5,506-21.5% | $4,672-7.4% | $5,609-22.9% |
| Admin fee / account holder | $4,368 | $11,457-61.9% | $8,547-48.9% | $10,827-59.7% |