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 | $73,098 | $103,376-29.3% | $87,100-16.1% | $152,861-52.2% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 22.94% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $341 | $3,220-89.4% | $2,521-86.5% | $4,762-92.8% |
| Participant deferral / active EE | $3,294 | $4,778-31.1% | $4,049-18.7% | $5,850-43.7% |
| Admin fee / account holder | $2,130 | $12,205-82.6% | $7,497-71.6% | $11,596-81.6% |