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 | $57,666 | $53,127+8.5% | $86,590-33.4% | $70,131-17.8% |
| Participation rate | 81.9% | 65.3%+16.6pp | 73.5%+8.4pp | 69.5%+12.4pp |
| Annual return | 14.69% | 27.66%-13.0pp | 964.84%-950.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $130 | $2,068-93.7% | $2,839-95.4% | $2,342-94.4% |
| Participant deferral / active EE | $1,303 | $2,696-51.6% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $9,132 | $3,585+154.7% | $4,906+86.2% | $4,645+96.6% |