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 | $72,115 | $115,770-37.7% | $101,248-28.8% | $158,922-54.6% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 17.38% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $714 | $4,175-82.9% | $3,660-80.5% | $4,761-85.0% |
| Participant deferral / active EE | $2,888 | $4,957-41.7% | $4,370-33.9% | $5,982-51.7% |
| Admin fee / account holder | $9,788 | $7,245+35.1% | $5,945+64.6% | $11,246-13.0% |