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 | $17,023 | $81,248-79.0% | $155,509-89.1% | $80,856-78.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 10.80% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,367 | $3,452-60.4% | $5,626-75.7% | $4,296-68.2% |
| Admin fee / account holder | $429 | $7,997-94.6% | $15,912-97.3% | $6,918-93.8% |