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 | $61,681 | $124,319-50.4% | $111,297-44.6% | $167,490-63.2% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 19.16% | 37.44%-18.3pp | 54.65%-35.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $511 | $3,435-85.1% | $2,731-81.3% | $4,837-89.4% |
| Participant deferral / active EE | $3,516 | $5,180-32.1% | $4,487-21.6% | $6,341-44.5% |
| Admin fee / account holder | $662 | $10,618-93.8% | $7,964-91.7% | $12,309-94.6% |