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 | $69,134 | $183,963-62.4% | $162,163-57.4% | $152,861-54.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 19.54% | 150.76%-131.2pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,305 | $6,371-79.5% | $5,614-76.7% | $4,762-72.6% |
| Participant deferral / active EE | $2,884 | $8,034-64.1% | $7,298-60.5% | $5,850-50.7% |
| Admin fee / account holder | $17,718 | $13,121+35.0% | $10,843+63.4% | $11,596+52.8% |