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 | $55,378 | $171,865-67.8% | $149,718-63.0% | $147,584-62.5% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 12.09% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,002 | $6,275-84.0% | $5,445-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $2,901 | $7,271-60.1% | $6,569-55.8% | $5,439-46.7% |
| Admin fee / account holder | $4,358 | $13,799-68.4% | $11,283-61.4% | $10,885-60.0% |