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 | $48,670 | $159,901-69.6% | $146,958-66.9% | $145,922-66.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 28.54% | 98.13%-69.6pp | 418.34%-389.8pp | 561.29%-532.7pp |
| Employer contribution / active EE | $568 | $5,286-89.3% | $4,933-88.5% | $4,660-87.8% |
| Participant deferral / active EE | $2,599 | $8,428-69.2% | $8,070-67.8% | $6,688-61.1% |
| Admin fee / account holder | $3,062 | $15,044-79.6% | $12,998-76.4% | $13,397-77.1% |