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 | $91,999 | $124,185-25.9% | $108,410-15.1% | $167,490-45.1% |
| Participation rate | 76.2% | 82.3%-6.1pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 19.86% | 1379.64%-1359.8pp | 905.27%-885.4pp | 478.56%-458.7pp |
| Employer contribution / active EE | $440 | $4,187-89.5% | $3,558-87.6% | $4,837-90.9% |
| Participant deferral / active EE | $3,679 | $6,908-46.8% | $6,563-43.9% | $6,341-42.0% |
| Admin fee / account holder | $848 | $9,455-91.0% | $7,295-88.4% | $12,309-93.1% |