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 | $75,875 | $91,552-17.1% | $133,956-43.4% | $79,858-5.0% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $22 | $2,384-99.1% | $3,919-99.4% | $2,471-99.1% |
| Participant deferral / active EE | $3,857 | $3,733+3.3% | $5,048-23.6% | $3,740+3.1% |
| Admin fee / account holder | $6,013 | $6,321-4.9% | $8,927-32.6% | $5,306+13.3% |