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 | $54,071 | $86,286-37.3% | $111,297-51.4% | $85,850-37.0% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 30.01% | 19.99%+10.0pp | 54.65%-24.6pp | 318.53%-288.5pp |
| Employer contribution / active EE | $453 | $2,043-77.8% | $2,731-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $2,391 | $3,641-34.3% | $4,487-46.7% | $3,952-39.5% |
| Admin fee / account holder | $6,704 | $8,188-18.1% | $7,964-15.8% | $6,260+7.1% |