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 | $15,581 | $54,762-71.5% | $90,281-82.7% | $72,985-78.7% |
| Participation rate | 75.3% | 65.1%+10.2pp | 73.3%+2.1pp | 69.5%+5.9pp |
| Annual return | 16.79% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,598 | $2,887-44.6% | $3,885-58.9% | $3,607-55.7% |
| Admin fee / account holder | $4,808 | $3,972+21.0% | $5,351-10.2% | $5,124-6.2% |