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 | $56,478 | $89,753-37.1% | $107,525-47.5% | $84,808-33.4% |
| Participation rate | 80.6% | 68.1%+12.5pp | 75.1%+5.5pp | 68.3%+12.2pp |
| Annual return | 14.93% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $749 | $3,113-75.9% | $3,754-80.0% | $2,631-71.5% |
| Participant deferral / active EE | $3,963 | $4,056-2.3% | $5,116-22.5% | $4,212-5.9% |
| Admin fee / account holder | $1,148 | $7,222-84.1% | $8,919-87.1% | $7,344-84.4% |