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 | $57,616 | $185,822-69.0% | $169,993-66.1% | $139,434-58.7% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 11.38% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,233 | $7,590-83.8% | $6,785-81.8% | $4,751-74.1% |
| Participant deferral / active EE | $3,191 | $11,622-72.5% | $10,408-69.3% | $6,710-52.4% |
| Admin fee / account holder | $42,305 | $15,381+175.1% | $12,815+230.1% | $11,403+271.0% |