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 | $58,802 | $183,519-68.0% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 10.32% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $166 | $5,313-96.9% | $4,672-96.4% | $4,660-96.4% |
| Participant deferral / active EE | $3,306 | $6,462-48.8% | $5,626-41.2% | $6,688-50.6% |
| Admin fee / account holder | $1,044 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |