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 | $53,684 | $110,261-51.3% | $95,745-43.9% | $139,434-61.5% |
| Participation rate | 70.8% | 75.8%-4.9pp | 72.3%-1.4pp | 80.3%-9.5pp |
| Annual return | 21.11% | 27.11%-6.0pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $286 | $3,257-91.2% | $2,835-89.9% | $4,751-94.0% |
| Participant deferral / active EE | $3,506 | $4,676-25.0% | $4,245-17.4% | $6,710-47.8% |
| Admin fee / account holder | $10,694 | $6,613+61.7% | $5,678+88.3% | $11,403-6.2% |