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 | $60,695 | $183,519-66.9% | $155,509-61.0% | $145,922-58.4% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 16.26% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $515 | $5,313-90.3% | $4,672-89.0% | $4,660-88.9% |
| Participant deferral / active EE | $4,745 | $6,462-26.6% | $5,626-15.7% | $6,688-29.1% |
| Admin fee / account holder | $32,974 | $19,313+70.7% | $15,912+107.2% | $13,397+146.1% |