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 | $46,236 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 12.94% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $527 | $5,256-90.0% | $4,695-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $2,253 | $6,630-66.0% | $6,247-63.9% | $5,439-58.6% |
| Admin fee / account holder | $2,339 | $10,905-78.6% | $9,243-74.7% | $10,885-78.5% |