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 | $42,072 | $175,202-76.0% | $149,673-71.9% | $139,434-69.8% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 14.26% | 166.71%-152.4pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $918 | $5,474-83.2% | $4,818-80.9% | $4,751-80.7% |
| Participant deferral / active EE | $2,089 | $6,519-68.0% | $5,680-63.2% | $6,710-68.9% |
| Admin fee / account holder | $521 | $16,150-96.8% | $13,210-96.1% | $11,403-95.4% |