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 | $60,287 | $162,781-63.0% | $133,956-55.0% | $158,922-62.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 22.05% | 41.94%-19.9pp | 45.09%-23.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,264 | $5,911-61.7% | $5,048-55.1% | $5,982-62.2% |
| Admin fee / account holder | $11,391 | $11,736-2.9% | $8,927+27.6% | $11,246+1.3% |