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 | $39,664 | $112,881-64.9% | $90,951-56.4% | $158,922-75.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 17.31% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $379 | $2,893-86.9% | $2,122-82.1% | $4,761-92.0% |
| Participant deferral / active EE | $2,527 | $4,128-38.8% | $3,373-25.1% | $5,982-57.8% |
| Admin fee / account holder | $1,840 | $8,041-77.1% | $5,959-69.1% | $11,246-83.6% |