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 | $67,888 | $157,256-56.8% | $141,162-51.9% | $152,861-55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.66% | 64.32%-39.7pp | 71.39%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $592 | $5,261-88.8% | $4,735-87.5% | $4,762-87.6% |
| Participant deferral / active EE | $6,916 | $7,109-2.7% | $6,709+3.1% | $5,850+18.2% |
| Admin fee / account holder | $839 | $12,120-93.1% | $10,261-91.8% | $11,596-92.8% |