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 | $65,313 | $157,256-58.5% | $141,162-53.7% | $152,861-57.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.14% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $710 | $5,261-86.5% | $4,735-85.0% | $4,762-85.1% |
| Participant deferral / active EE | $3,385 | $7,109-52.4% | $6,709-49.5% | $5,850-42.1% |
| Admin fee / account holder | $34,118 | $12,120+181.5% | $10,261+232.5% | $11,596+194.2% |