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 | $16,390 | $80,717-79.7% | $154,803-89.4% | $84,808-80.7% |
| Participation rate | 74.6% | 66.8%+7.8pp | 78.1%-3.5pp | 68.3%+6.3pp |
| Annual return | 19.25% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $16 | $2,761-99.4% | $4,305-99.6% | $2,631-99.4% |
| Participant deferral / active EE | $2,594 | $3,303-21.5% | $5,540-53.2% | $4,212-38.4% |
| Admin fee / account holder | $1,134 | $6,746-83.2% | $14,329-92.1% | $7,344-84.6% |