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 | $45,237 | $209,411-78.4% | $178,490-74.7% | $158,922-71.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 12.31% | 188.75%-176.4pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $956 | $5,706-83.2% | $5,011-80.9% | $4,761-79.9% |
| Participant deferral / active EE | $3,111 | $5,954-47.7% | $5,202-40.2% | $5,982-48.0% |
| Admin fee / account holder | $26,825 | $17,074+57.1% | $13,984+91.8% | $11,246+138.5% |