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 | $94,966 | $228,332-58.4% | $185,823-48.9% | $158,922-40.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 13.73% | 40.80%-27.1pp | 35.95%-22.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $238 | $4,967-95.2% | $4,087-94.2% | $4,761-95.0% |
| Participant deferral / active EE | $2,380 | $6,415-62.9% | $5,632-57.7% | $5,982-60.2% |
| Admin fee / account holder | $749 | $11,864-93.7% | $9,500-92.1% | $11,246-93.3% |