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 | $118,293 | $165,335-28.5% | $149,696-21.0% | $158,922-25.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.95% | 348.15%-325.2pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $368 | $5,103-92.8% | $4,644-92.1% | $4,761-92.3% |
| Participant deferral / active EE | $3,049 | $7,181-57.5% | $6,842-55.4% | $5,982-49.0% |
| Admin fee / account holder | $43,336 | $10,807+301.0% | $9,309+365.5% | $11,246+285.4% |