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 | $58,745 | $817,678-92.8% | $392,568-85.0% | $152,861-61.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.1%-6.6pp | 82.4%-11.0pp |
| Annual return | 15.91% | 22.84%-6.9pp | 24.42%-8.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,891 | $8,398-41.8% | $5,985-18.3% | $5,850-16.4% |
| Admin fee / account holder | $4,847 | $12,095-59.9% | $6,260-22.6% | $11,596-58.2% |