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 | $42,886 | $80,717-46.9% | $154,803-72.3% | $84,808-49.4% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.4pp | 68.3%+11.2pp |
| Annual return | 15.72% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,412 | $3,303+94.1% | $5,540+15.7% | $4,212+52.2% |
| Admin fee / account holder | $5,679 | $6,746-15.8% | $14,329-60.4% | $7,344-22.7% |