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 | $49,385 | $162,781-69.7% | $133,956-63.1% | $158,922-68.9% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | 15.78% | 41.94%-26.2pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,331 | $5,911-43.6% | $5,048-34.0% | $5,982-44.3% |
| Admin fee / account holder | $2,743 | $11,736-76.6% | $8,927-69.3% | $11,246-75.6% |