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 | $43,650 | $112,881-61.3% | $90,951-52.0% | $158,922-72.5% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.0pp |
| Annual return | 15.08% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $235 | $2,893-91.9% | $2,122-88.9% | $4,761-95.1% |
| Participant deferral / active EE | $3,072 | $4,128-25.6% | $3,373-8.9% | $5,982-48.7% |
| Admin fee / account holder | $16,286 | $8,041+102.5% | $5,959+173.3% | $11,246+44.8% |