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 | $52,902 | $80,968-34.7% | $96,544-45.2% | $75,163-29.6% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 17.91% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $394 | $2,282-82.8% | $2,965-86.7% | $2,670-85.3% |
| Participant deferral / active EE | $2,776 | $3,928-29.3% | $4,851-42.8% | $4,125-32.7% |
| Admin fee / account holder | $8,666 | $6,724+28.9% | $8,252+5.0% | $5,651+53.4% |