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 | $121,497 | $165,984-26.8% | $164,813-26.3% | $145,922-16.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 14.46% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.8pp |
| Employer contribution / active EE | $264 | $5,273-95.0% | $4,341-93.9% | $4,660-94.3% |
| Participant deferral / active EE | $2,642 | $6,959-62.0% | $6,031-56.2% | $6,688-60.5% |
| Admin fee / account holder | $1,478 | $16,648-91.1% | $12,690-88.4% | $13,397-89.0% |