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 | $58,250 | $217,402-73.2% | $185,823-68.7% | $167,490-65.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 20.04% | 148.36%-128.3pp | 122.05%-102.0pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,193 | $5,873-79.7% | $5,167-76.9% | $4,837-75.3% |
| Participant deferral / active EE | $6,875 | $6,356+8.2% | $5,568+23.5% | $6,341+8.4% |
| Admin fee / account holder | $125,017 | $19,811+531.1% | $16,237+669.9% | $12,309+915.7% |