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 | $104,670 | $154,117-32.1% | $129,995-19.5% | $139,434-24.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 15.44% | 32.48%-17.0pp | -137.18%+152.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $249 | $5,289-95.3% | $4,320-94.2% | $4,751-94.8% |
| Participant deferral / active EE | $2,489 | $6,710-62.9% | $5,820-57.2% | $6,710-62.9% |
| Admin fee / account holder | $545 | $14,007-96.1% | $10,614-94.9% | $11,403-95.2% |