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 | $22,834 | $117,841-80.6% | $102,423-77.7% | $145,922-84.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 8.62% | 31.65%-23.0pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $857 | $3,615-76.3% | $3,023-71.7% | $4,660-81.6% |
| Participant deferral / active EE | $1,848 | $5,731-67.7% | $5,053-63.4% | $6,688-72.4% |
| Admin fee / account holder | $10,292 | $13,326-22.8% | $9,451+8.9% | $13,397-23.2% |