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 | $71,603 | $183,963-61.1% | $162,163-55.8% | $152,861-53.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 17.78% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,198 | $6,371-81.2% | $5,614-78.7% | $4,762-74.8% |
| Participant deferral / active EE | $4,473 | $8,034-44.3% | $7,298-38.7% | $5,850-23.5% |
| Admin fee / account holder | $3,572 | $13,121-72.8% | $10,843-67.1% | $11,596-69.2% |