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 | $50,048 | $99,032-49.5% | $80,019-37.5% | $135,375-63.0% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | 5.41% | 15.39%-10.0pp | 11.22%-5.8pp | 519.73%-514.3pp |
| Employer contribution / active EE | $412 | $3,043-86.5% | $2,468-83.3% | $4,779-91.4% |
| Participant deferral / active EE | $1,414 | $4,282-67.0% | $3,686-61.6% | $5,609-74.8% |
| Admin fee / account holder | $5,927 | $10,436-43.2% | $6,521-9.1% | $10,827-45.3% |