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 | $74,742 | $137,414-45.6% | $189,513-60.6% | $85,850-12.9% |
| Participation rate | 94.0% | 84.6%+9.4pp | 87.8%+6.2pp | 69.3%+24.7pp |
| Annual return | 17.87% | 38.14%-20.3pp | 555.15%-537.3pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,099 | $4,344-74.7% | $6,162-82.2% | $2,565-57.2% |
| Participant deferral / active EE | $3,436 | $6,260-45.1% | $8,221-58.2% | $3,952-13.1% |
| Admin fee / account holder | $2,022 | $8,630-76.6% | $12,045-83.2% | $6,260-67.7% |