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 | $68,472 | $64,348+6.4% | $90,160-24.1% | $70,131-2.4% |
| Participation rate | 70.2% | 70.4%-0.2pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 15.02% | 28.13%-13.1pp | 34.88%-19.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,518 | $4,389-42.6% | $5,288-52.4% | $3,332-24.4% |
| Admin fee / account holder | $9,554 | $3,944+142.3% | $5,943+60.8% | $4,645+105.7% |