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 | $56,868 | $162,781-65.1% | $133,956-57.5% | $158,922-64.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 14.85% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $212 | $4,975-95.7% | $3,919-94.6% | $4,761-95.5% |
| Participant deferral / active EE | $4,242 | $5,911-28.2% | $5,048-16.0% | $5,982-29.1% |
| Admin fee / account holder | $7,667 | $11,736-34.7% | $8,927-14.1% | $11,246-31.8% |