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 | $43,222 | $228,332-81.1% | $185,823-76.7% | $158,922-72.8% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 16.79% | 40.80%-24.0pp | 35.95%-19.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $424 | $4,967-91.5% | $4,087-89.6% | $4,761-91.1% |
| Participant deferral / active EE | $2,055 | $6,415-68.0% | $5,632-63.5% | $5,982-65.6% |
| Admin fee / account holder | $473 | $11,864-96.0% | $9,500-95.0% | $11,246-95.8% |