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 | $37,975 | $117,841-67.8% | $102,423-62.9% | $145,922-74.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 21.75% | 31.65%-9.9pp | 29.32%-7.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $659 | $3,615-81.8% | $3,023-78.2% | $4,660-85.9% |
| Participant deferral / active EE | $3,777 | $5,731-34.1% | $5,053-25.2% | $6,688-43.5% |
| Admin fee / account holder | $14,668 | $13,326+10.1% | $9,451+55.2% | $13,397+9.5% |