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 | $75,760 | $165,984-54.4% | $164,813-54.0% | $145,922-48.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.54% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,102 | $5,273-79.1% | $4,341-74.6% | $4,660-76.4% |
| Participant deferral / active EE | $6,660 | $6,959-4.3% | $6,031+10.4% | $6,688-0.4% |
| Admin fee / account holder | $525 | $16,648-96.8% | $12,690-95.9% | $13,397-96.1% |