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 | $58,035 | $98,463-41.1% | $119,258-51.3% | $85,850-32.4% |
| Participation rate | 85.7% | 77.6%+8.1pp | 82.7%+3.0pp | 69.3%+16.4pp |
| Annual return | 14.42% | 38.53%-24.1pp | 30.69%-16.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $716 | $3,698-80.6% | $4,384-83.7% | $2,565-72.1% |
| Participant deferral / active EE | $4,417 | $4,942-10.6% | $6,111-27.7% | $3,952+11.8% |
| Admin fee / account holder | $1,780 | $7,493-76.2% | $7,226-75.4% | $6,260-71.6% |