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 | $38,613 | $159,602-75.8% | $150,045-74.3% | $142,382-72.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 16.78% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $808 | $4,961-83.7% | $4,693-82.8% | $4,299-81.2% |
| Participant deferral / active EE | $6,450 | $8,310-22.4% | $7,997-19.3% | $6,507-0.9% |
| Admin fee / account holder | $9,845 | $14,846-33.7% | $13,435-26.7% | $12,624-22.0% |