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 | $131,174 | $198,466-33.9% | $170,442-23.0% | $147,584-11.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.60% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,095 | $6,184-82.3% | $5,433-79.9% | $4,876-77.6% |
| Participant deferral / active EE | $4,118 | $5,629-26.8% | $4,939-16.6% | $5,439-24.3% |
| Admin fee / account holder | $8,918 | $16,852-47.1% | $13,880-35.8% | $10,885-18.1% |