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 | $34,046 | $78,672-56.7% | $109,143-68.8% | $85,850-60.3% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 15.08% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $449 | $2,735-83.6% | $3,722-87.9% | $2,565-82.5% |
| Participant deferral / active EE | $3,534 | $3,467+1.9% | $4,653-24.0% | $3,952-10.6% |
| Admin fee / account holder | $2,332 | $5,469-57.4% | $6,752-65.5% | $6,260-62.7% |