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 | $62,515 | $105,859-40.9% | $90,160-30.7% | $147,584-57.6% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 16.43% | 37.63%-21.2pp | 34.88%-18.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $367 | $4,126-91.1% | $3,318-88.9% | $4,876-92.5% |
| Participant deferral / active EE | $3,694 | $5,733-35.6% | $5,288-30.1% | $5,439-32.1% |
| Admin fee / account holder | $784 | $8,046-90.3% | $5,943-86.8% | $10,885-92.8% |