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 | $61,607 | $202,432-69.6% | $169,368-63.6% | $139,434-55.8% |
| Participation rate | 76.9% | 81.1%-4.1pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 12.64% | 531.74%-519.1pp | 405.60%-393.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $570 | $4,692-87.9% | $4,013-85.8% | $4,751-88.0% |
| Participant deferral / active EE | $3,796 | $6,938-45.3% | $6,221-39.0% | $6,710-43.4% |
| Admin fee / account holder | $6,058 | $10,708-43.4% | $9,003-32.7% | $11,403-46.9% |