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 | $60,587 | $228,332-73.5% | $185,823-67.4% | $158,922-61.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 14.13% | 40.80%-26.7pp | 35.95%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $405 | $4,967-91.8% | $4,087-90.1% | $4,761-91.5% |
| Participant deferral / active EE | $2,015 | $6,415-68.6% | $5,632-64.2% | $5,982-66.3% |
| Admin fee / account holder | $16,798 | $11,864+41.6% | $9,500+76.8% | $11,246+49.4% |