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 | $90,145 | $165,984-45.7% | $164,813-45.3% | $145,922-38.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 21.40% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $670 | $5,273-87.3% | $4,341-84.6% | $4,660-85.6% |
| Participant deferral / active EE | $2,725 | $6,959-60.8% | $6,031-54.8% | $6,688-59.3% |
| Admin fee / account holder | $22,001 | $16,648+32.2% | $12,690+73.4% | $13,397+64.2% |