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 | $51,464 | $116,175-55.7% | $93,606-45.0% | $152,861-66.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 16.06% | 35.96%-19.9pp | 32.76%-16.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $418 | $3,218-87.0% | $2,718-84.6% | $4,762-91.2% |
| Participant deferral / active EE | $1,646 | $4,603-64.3% | $4,069-59.6% | $5,850-71.9% |
| Admin fee / account holder | $4,207 | $10,748-60.9% | $7,888-46.7% | $11,596-63.7% |