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 | $51,393 | $148,534-65.4% | $135,903-62.2% | $139,434-63.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.51% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $968 | $5,243-81.5% | $4,856-80.1% | $4,751-79.6% |
| Participant deferral / active EE | $3,672 | $8,100-54.7% | $7,758-52.7% | $6,710-45.3% |
| Admin fee / account holder | $1,306 | $12,400-89.5% | $10,762-87.9% | $11,403-88.5% |