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 | $54,810 | $198,466-72.4% | $170,442-67.8% | $147,584-62.9% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 22.06% | 257.29%-235.2pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,181 | $6,184-80.9% | $5,433-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $3,609 | $5,629-35.9% | $4,939-26.9% | $5,439-33.6% |
| Admin fee / account holder | $937 | $16,852-94.4% | $13,880-93.2% | $10,885-91.4% |