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 | $52,312 | $95,803-45.4% | $113,168-53.8% | $84,808-38.3% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 53.61% | 25.00%+28.6pp | 24.27%+29.3pp | 40.90%+12.7pp |
| Employer contribution / active EE | $312 | $2,360-86.8% | $2,975-89.5% | $2,631-88.1% |
| Participant deferral / active EE | $2,684 | $4,242-36.7% | $5,107-47.4% | $4,212-36.3% |
| Admin fee / account holder | $1,157 | $8,989-87.1% | $12,068-90.4% | $7,344-84.2% |