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 | $43,430 | $123,793-64.9% | $177,821-75.6% | $79,858-45.6% |
| Participation rate | 72.7% | 84.7%-11.9pp | 87.7%-15.0pp | 69.6%+3.1pp |
| Annual return | 207.78% | 22.82%+185.0pp | 48.32%+159.5pp | 31.71%+176.1pp |
| Employer contribution / active EE | $1,032 | $4,095-74.8% | $5,918-82.6% | $2,471-58.2% |
| Participant deferral / active EE | $5,044 | $5,956-15.3% | $7,714-34.6% | $3,740+34.9% |
| Admin fee / account holder | $1,848 | $7,243-74.5% | $12,427-85.1% | $5,306-65.2% |