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 | $58,191 | $197,591-70.5% | $177,821-67.3% | $158,922-63.4% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 15.48% | 58.76%-43.3pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $32 | $6,697-99.5% | $5,918-99.5% | $4,761-99.3% |
| Participant deferral / active EE | $7,842 | $8,405-6.7% | $7,714+1.7% | $5,982+31.1% |
| Admin fee / account holder | $1,264 | $15,399-91.8% | $12,427-89.8% | $11,246-88.8% |