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 | $49,944 | $103,376-51.7% | $87,100-42.7% | $152,861-67.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 16.68% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $383 | $3,220-88.1% | $2,521-84.8% | $4,762-91.9% |
| Participant deferral / active EE | $2,060 | $4,778-56.9% | $4,049-49.1% | $5,850-64.8% |
| Admin fee / account holder | $20,128 | $12,205+64.9% | $7,497+168.5% | $11,596+73.6% |