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 | $69,802 | $176,056-60.4% | $159,436-56.2% | $167,490-58.3% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 10.56% | 331.75%-321.2pp | 263.57%-253.0pp | 478.56%-468.0pp |
| Employer contribution / active EE | $480 | $5,297-90.9% | $4,829-90.1% | $4,837-90.1% |
| Participant deferral / active EE | $7,614 | $7,750-1.8% | $7,352+3.6% | $6,341+20.1% |
| Admin fee / account holder | $19,081 | $12,554+52.0% | $10,799+76.7% | $12,309+55.0% |