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 | $54,988 | $112,096-50.9% | $95,952-42.7% | $158,922-65.4% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 10.43% | 171.09%-160.7pp | 91.61%-81.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $509 | $3,198-84.1% | $2,541-80.0% | $4,761-89.3% |
| Participant deferral / active EE | $2,374 | $4,784-50.4% | $4,167-43.0% | $5,982-60.3% |
| Admin fee / account holder | $7,621 | $10,130-24.8% | $6,795+12.1% | $11,246-32.2% |