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 | $52,422 | $96,484-45.7% | $75,886-30.9% | $152,861-65.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 21.70% | 33.98%-12.3pp | 30.76%-9.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | -$2,583 | $3,309-178.1% | $2,500-203.3% | $4,762-154.2% |
| Participant deferral / active EE | $16,509 | $4,553+262.6% | $3,603+358.2% | $5,850+182.2% |
| Admin fee / account holder | $2,807 | $8,078-65.2% | $5,418-48.2% | $11,596-75.8% |