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 | $69,910 | $232,540-69.9% | $185,117-62.2% | $147,584-52.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.09% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $323 | $5,195-93.8% | $4,182-92.3% | $4,876-93.4% |
| Participant deferral / active EE | $4,788 | $5,834-17.9% | $5,045-5.1% | $5,439-12.0% |
| Admin fee / account holder | $878 | $10,275-91.5% | $8,159-89.2% | $10,885-91.9% |