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 | $48,432 | $86,286-43.9% | $111,297-56.5% | $85,850-43.6% |
| Participation rate | 70.9% | 73.3%-2.4pp | 77.3%-6.4pp | 69.3%+1.6pp |
| Annual return | 14.19% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,793 | $3,641-23.3% | $4,487-37.8% | $3,952-29.3% |
| Admin fee / account holder | $2,354 | $8,188-71.2% | $7,964-70.4% | $6,260-62.4% |