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 | $116,079 | $154,117-24.7% | $129,995-10.7% | $139,434-16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.54% | 32.48%-21.9pp | -137.18%+147.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $890 | $5,289-83.2% | $4,320-79.4% | $4,751-81.3% |
| Participant deferral / active EE | $10,909 | $6,710+62.6% | $5,820+87.4% | $6,710+62.6% |
| Admin fee / account holder | $1,497 | $14,007-89.3% | $10,614-85.9% | $11,403-86.9% |