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 | $112,409 | $175,202-35.8% | $149,673-24.9% | $139,434-19.4% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 10.80% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $664 | $5,474-87.9% | $4,818-86.2% | $4,751-86.0% |
| Participant deferral / active EE | $8,416 | $6,519+29.1% | $5,680+48.2% | $6,710+25.4% |
| Admin fee / account holder | $70,257 | $16,150+335.0% | $13,210+431.9% | $11,403+516.2% |