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 | $85,916 | $99,032-13.2% | $80,019+7.4% | $135,375-36.5% |
| Participation rate | 73.9% | 78.4%-4.4pp | 75.8%-1.9pp | 82.6%-8.7pp |
| Annual return | 6.89% | 15.39%-8.5pp | 11.22%-4.3pp | 519.73%-512.8pp |
| Employer contribution / active EE | $398 | $3,043-86.9% | $2,468-83.9% | $4,779-91.7% |
| Participant deferral / active EE | $3,040 | $4,282-29.0% | $3,686-17.5% | $5,609-45.8% |
| Admin fee / account holder | $1,524 | $10,436-85.4% | $6,521-76.6% | $10,827-85.9% |