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 | $44,159 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.46% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $433 | $5,103-91.5% | $4,644-90.7% | $4,761-90.9% |
| Participant deferral / active EE | $5,268 | $7,181-26.6% | $6,842-23.0% | $5,982-11.9% |
| Admin fee / account holder | $1,049 | $10,807-90.3% | $9,309-88.7% | $11,246-90.7% |