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 | $27,655 | $96,484-71.3% | $75,886-63.6% | $152,861-81.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.4%+2.2pp |
| Annual return | 14.96% | 33.98%-19.0pp | 30.76%-15.8pp | 345.32%-330.4pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,543 | $4,553+21.7% | $3,603+53.8% | $5,850-5.3% |
| Admin fee / account holder | $737 | $8,078-90.9% | $5,418-86.4% | $11,596-93.6% |