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 | $70,675 | $183,519-61.5% | $155,509-54.6% | $145,922-51.6% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.61% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $954 | $5,313-82.0% | $4,672-79.6% | $4,660-79.5% |
| Participant deferral / active EE | $3,223 | $6,462-50.1% | $5,626-42.7% | $6,688-51.8% |
| Admin fee / account holder | $6,339 | $19,313-67.2% | $15,912-60.2% | $13,397-52.7% |