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 | $65,387 | $198,466-67.1% | $170,442-61.6% | $147,584-55.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 35.04% | 257.29%-222.3pp | 205.93%-170.9pp | 578.55%-543.5pp |
| Employer contribution / active EE | $1,027 | $6,184-83.4% | $5,433-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $13,559 | $5,629+140.9% | $4,939+174.5% | $5,439+149.3% |
| Admin fee / account holder | $1,300 | $16,852-92.3% | $13,880-90.6% | $10,885-88.1% |