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 | $114,370 | $157,256-27.3% | $141,162-19.0% | $152,861-25.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 19.99% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $878 | $5,261-83.3% | $4,735-81.5% | $4,762-81.6% |
| Participant deferral / active EE | $4,590 | $7,109-35.4% | $6,709-31.6% | $5,850-21.5% |
| Admin fee / account holder | $23,424 | $12,120+93.3% | $10,261+128.3% | $11,596+102.0% |