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 | $69,264 | $124,281-44.3% | $109,143-36.5% | $167,490-58.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 37.52% | 26.04%+11.5pp | 25.75%+11.8pp | 478.56%-441.0pp |
| Employer contribution / active EE | $732 | $4,207-82.6% | $3,722-80.3% | $4,837-84.9% |
| Participant deferral / active EE | $3,612 | $5,255-31.3% | $4,653-22.4% | $6,341-43.0% |
| Admin fee / account holder | $423 | $7,970-94.7% | $6,752-93.7% | $12,309-96.6% |