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 | $75,539 | $144,119-47.6% | $117,854-35.9% | $147,584-48.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 11.17% | 531.15%-520.0pp | 335.08%-323.9pp | 578.55%-567.4pp |
| Employer contribution / active EE | $712 | $4,896-85.5% | $3,786-81.2% | $4,876-85.4% |
| Participant deferral / active EE | $1,860 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $5,408 | $10,886-50.3% | $8,020-32.6% | $10,885-50.3% |