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 | $85,604 | $96,128-10.9% | $136,007-37.1% | $80,856+5.9% |
| Participation rate | 80.8% | 71.2%+9.5pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 13.69% | 28.71%-15.0pp | 579.32%-565.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $317 | $3,351-90.6% | $4,217-92.5% | $2,755-88.5% |
| Participant deferral / active EE | $3,167 | $5,709-44.5% | $7,025-54.9% | $4,296-26.3% |
| Admin fee / account holder | $4,302 | $8,236-47.8% | $6,858-37.3% | $6,918-37.8% |