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 | $119,146 | $177,572-32.9% | $154,803-23.0% | $142,382-16.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.46% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $864 | $4,810-82.0% | $4,305-79.9% | $4,299-79.9% |
| Participant deferral / active EE | $7,005 | $6,272+11.7% | $5,540+26.4% | $6,507+7.6% |
| Admin fee / account holder | $21,920 | $16,786+30.6% | $14,329+53.0% | $12,624+73.6% |