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 | $54,732 | $202,432-73.0% | $169,368-67.7% | $139,434-60.7% |
| Participation rate | 72.2% | 81.1%-8.8pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 23.10% | 531.74%-508.6pp | 405.60%-382.5pp | 372.94%-349.8pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,702 | $6,938+25.4% | $6,221+39.9% | $6,710+29.7% |
| Admin fee / account holder | $2,422 | $10,708-77.4% | $9,003-73.1% | $11,403-78.8% |