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 | $53,211 | $214,378-75.2% | $200,582-73.5% | $142,382-62.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 11.69% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,356 | $6,841-80.2% | $6,419-78.9% | $4,299-68.5% |
| Participant deferral / active EE | $3,868 | $9,865-60.8% | $9,331-58.5% | $6,507-40.6% |
| Admin fee / account holder | $34,533 | $17,692+95.2% | $16,305+111.8% | $12,624+173.6% |