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 | $48,097 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.41% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $830 | $4,810-82.8% | $4,305-80.7% | $4,299-80.7% |
| Participant deferral / active EE | $2,886 | $6,272-54.0% | $5,540-47.9% | $6,507-55.7% |
| Admin fee / account holder | $2,823 | $16,786-83.2% | $14,329-80.3% | $12,624-77.6% |