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 | $34,283 | $226,064-84.8% | $182,532-81.2% | $152,861-77.6% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 27.64% | 192.51%-164.9pp | 148.54%-120.9pp | 345.32%-317.7pp |
| Employer contribution / active EE | $216 | $4,978-95.7% | $4,076-94.7% | $4,762-95.5% |
| Participant deferral / active EE | $2,160 | $6,368-66.1% | $5,524-60.9% | $5,850-63.1% |
| Admin fee / account holder | $747 | $10,703-93.0% | $8,592-91.3% | $11,596-93.6% |