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 | $31,426 | $165,335-81.0% | $149,696-79.0% | $158,922-80.2% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 14.65% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $765 | $5,103-85.0% | $4,644-83.5% | $4,761-83.9% |
| Participant deferral / active EE | $4,485 | $7,181-37.5% | $6,842-34.4% | $5,982-25.0% |
| Admin fee / account holder | $8,622 | $10,807-20.2% | $9,309-7.4% | $11,246-23.3% |