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 | $98,987 | $209,411-52.7% | $178,490-44.5% | $158,922-37.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.78% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.0pp |
| Employer contribution / active EE | $780 | $5,706-86.3% | $5,011-84.4% | $4,761-83.6% |
| Participant deferral / active EE | $27,054 | $5,954+354.4% | $5,202+420.1% | $5,982+352.2% |
| Admin fee / account holder | $46,171 | $17,074+170.4% | $13,984+230.2% | $11,246+310.6% |