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 | $72,619 | $201,272-63.9% | $184,203-60.6% | $145,922-50.2% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 15.39% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,116 | $7,022-84.1% | $6,427-82.6% | $4,660-76.1% |
| Participant deferral / active EE | $3,383 | $9,806-65.5% | $9,131-63.0% | $6,688-49.4% |
| Admin fee / account holder | $26,057 | $16,364+59.2% | $13,901+87.4% | $13,397+94.5% |