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 | $83,447 | $125,758-33.6% | $169,993-50.9% | $75,163+11.0% |
| Participation rate | 71.1% | 83.6%-12.5pp | 87.0%-15.9pp | 67.2%+3.9pp |
| Annual return | 14.59% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,010 | $4,615-78.1% | $6,785-85.1% | $2,670-62.2% |
| Participant deferral / active EE | $3,997 | $6,837-41.5% | $10,408-61.6% | $4,125-3.1% |
| Admin fee / account holder | $15,732 | $8,173+92.5% | $12,815+22.8% | $5,651+178.4% |