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 | $52,664 | $48,076+9.5% | $78,689-33.1% | $62,891-16.3% |
| Participation rate | 80.8% | 65.2%+15.6pp | 73.6%+7.2pp | 69.3%+11.5pp |
| Annual return | 5.51% | 31.35%-25.8pp | 62.18%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,994 | $2,588+15.7% | $3,517-14.9% | $3,203-6.5% |
| Admin fee / account holder | $3,295 | $3,207+2.7% | $4,510-26.9% | $4,296-23.3% |