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 | $56,412 | $197,591-71.5% | $177,821-68.3% | $158,922-64.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.83% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,312 | $6,697-80.4% | $5,918-77.8% | $4,761-72.4% |
| Participant deferral / active EE | $5,630 | $8,405-33.0% | $7,714-27.0% | $5,982-5.9% |
| Admin fee / account holder | $737 | $15,399-95.2% | $12,427-94.1% | $11,246-93.5% |