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 | $28,614 | $98,750-71.0% | $149,696-80.9% | $79,858-64.2% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 16.56% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $129 | $3,216-96.0% | $4,644-97.2% | $2,471-94.8% |
| Participant deferral / active EE | $5,163 | $5,680-9.1% | $6,842-24.5% | $3,740+38.0% |
| Admin fee / account holder | $2,472 | $6,053-59.2% | $9,309-73.4% | $5,306-53.4% |