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 | $26,213 | $177,572-85.2% | $154,803-83.1% | $142,382-81.6% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 23.69% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $715 | $4,810-85.1% | $4,305-83.4% | $4,299-83.4% |
| Participant deferral / active EE | $2,480 | $6,272-60.5% | $5,540-55.2% | $6,507-61.9% |
| Admin fee / account holder | $707 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |