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 | $50,468 | $162,781-69.0% | $133,956-62.3% | $158,922-68.2% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 8.87% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $704 | $4,975-85.9% | $3,919-82.0% | $4,761-85.2% |
| Participant deferral / active EE | $1,919 | $5,911-67.5% | $5,048-62.0% | $5,982-67.9% |
| Admin fee / account holder | $1,615 | $11,736-86.2% | $8,927-81.9% | $11,246-85.6% |