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 | $98,223 | $110,257-10.9% | $96,544+1.7% | $139,434-29.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 13.71% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,859 | $5,548-30.4% | $4,851-20.5% | $6,710-42.5% |
| Admin fee / account holder | $4,376 | $11,591-62.3% | $8,252-47.0% | $11,403-61.6% |