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 3-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 | $64,981 | $183,519-64.6% | $155,509-58.2% | $145,922-55.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.58% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $941 | $5,313-82.3% | $4,672-79.9% | $4,660-79.8% |
| Participant deferral / active EE | $3,249 | $6,462-49.7% | $5,626-42.2% | $6,688-51.4% |
| Admin fee / account holder | $66,319 | $19,313+243.4% | $15,912+316.8% | $13,397+395.0% |