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 | $62,031 | $117,983-47.4% | $101,794-39.1% | $142,382-56.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 19.91% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $470 | $2,773-83.0% | $2,289-79.5% | $4,299-89.1% |
| Participant deferral / active EE | $2,107 | $4,714-55.3% | $4,084-48.4% | $6,507-67.6% |
| Admin fee / account holder | $3,955 | $10,433-62.1% | $8,777-54.9% | $12,624-68.7% |