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 | $53,585 | $109,359-51.0% | $162,163-67.0% | $72,985-26.6% |
| Participation rate | 80.8% | 84.3%-3.5pp | 87.6%-6.8pp | 69.5%+11.3pp |
| Annual return | 17.65% | 25.46%-7.8pp | 115.59%-97.9pp | 81.00%-63.4pp |
| Employer contribution / active EE | $554 | $3,907-85.8% | $5,614-90.1% | $2,440-77.3% |
| Participant deferral / active EE | $9,128 | $5,481+66.5% | $7,298+25.1% | $3,607+153.0% |
| Admin fee / account holder | $7,244 | $7,972-9.1% | $10,843-33.2% | $5,124+41.4% |