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 | $44,054 | $209,411-79.0% | $178,490-75.3% | $158,922-72.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.04% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $728 | $5,706-87.2% | $5,011-85.5% | $4,761-84.7% |
| Participant deferral / active EE | $3,640 | $5,954-38.9% | $5,202-30.0% | $5,982-39.2% |
| Admin fee / account holder | $1,954 | $17,074-88.6% | $13,984-86.0% | $11,246-82.6% |