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 | $48,911 | $126,574-61.4% | $106,213-54.0% | $145,922-66.5% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 12.81% | 224.79%-212.0pp | 116.14%-103.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $263 | $3,730-92.9% | $3,171-91.7% | $4,660-94.4% |
| Participant deferral / active EE | $3,323 | $5,724-41.9% | $5,016-33.8% | $6,688-50.3% |
| Admin fee / account holder | $542 | $17,304-96.9% | $11,033-95.1% | $13,397-96.0% |