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 | $74,037 | $127,386-41.9% | $115,037-35.6% | $125,391-41.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.38% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $536 | $5,166-89.6% | $4,608-88.4% | $4,866-89.0% |
| Participant deferral / active EE | $2,775 | $6,423-56.8% | $6,026-54.0% | $5,352-48.1% |
| Admin fee / account holder | $306 | $9,516-96.8% | $8,175-96.3% | $9,540-96.8% |