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 | $41,031 | $103,376-60.3% | $87,100-52.9% | $152,861-73.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 18.95% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $626 | $3,220-80.6% | $2,521-75.2% | $4,762-86.9% |
| Participant deferral / active EE | $1,706 | $4,778-64.3% | $4,049-57.9% | $5,850-70.8% |
| Admin fee / account holder | $23,972 | $12,205+96.4% | $7,497+219.8% | $11,596+106.7% |