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 | $56,306 | $133,922-58.0% | $116,228-51.6% | $142,382-60.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 14.24% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $233 | $3,446-93.2% | $2,994-92.2% | $4,299-94.6% |
| Participant deferral / active EE | $3,229 | $5,672-43.1% | $4,953-34.8% | $6,507-50.4% |
| Admin fee / account holder | $611 | $14,945-95.9% | $11,989-94.9% | $12,624-95.2% |