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 | $101,340 | $180,028-43.7% | $138,135-26.6% | $158,922-36.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.36% | 21.68%-7.3pp | 20.51%-6.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,138 | $7,470-84.8% | $5,587-79.6% | $4,761-76.1% |
| Participant deferral / active EE | $2,517 | $7,717-67.4% | $6,431-60.9% | $5,982-57.9% |
| Admin fee / account holder | $381 | $17,912-97.9% | $11,856-96.8% | $11,246-96.6% |