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 | $44,263 | $112,096-60.5% | $95,952-53.9% | $158,922-72.1% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 16.63% | 171.09%-154.5pp | 91.61%-75.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $422 | $3,198-86.8% | $2,541-83.4% | $4,761-91.1% |
| Participant deferral / active EE | $3,484 | $4,784-27.2% | $4,167-16.4% | $5,982-41.8% |
| Admin fee / account holder | $481 | $10,130-95.3% | $6,795-92.9% | $11,246-95.7% |