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 | $51,023 | $58,828-13.3% | $77,999-34.6% | $62,891-18.9% |
| Participation rate | 70.3% | 71.1%-0.8pp | 75.5%-5.3pp | 69.3%+1.0pp |
| Annual return | 6.49% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $286 | $1,672-82.9% | $2,470-88.4% | $2,281-87.5% |
| Participant deferral / active EE | $1,343 | $2,686-50.0% | $3,497-61.6% | $3,203-58.1% |
| Admin fee / account holder | $509 | $4,393-88.4% | $5,480-90.7% | $4,296-88.2% |