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 | $82,707 | $86,286-4.1% | $111,297-25.7% | $85,850-3.7% |
| Participation rate | 72.0% | 73.3%-1.3pp | 77.3%-5.3pp | 69.3%+2.7pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $376 | $2,043-81.6% | $2,731-86.2% | $2,565-85.3% |
| Participant deferral / active EE | $2,868 | $3,641-21.2% | $4,487-36.1% | $3,952-27.4% |
| Admin fee / account holder | $4,732 | $8,188-42.2% | $7,964-40.6% | $6,260-24.4% |