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 | $25,833 | $115,882-77.7% | $100,516-74.3% | $158,922-83.7% |
| Participation rate | 72.7% | 81.6%-8.8pp | 79.4%-6.7pp | 82.0%-9.2pp |
| Annual return | 13.92% | 34.79%-20.9pp | 30.89%-17.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,415 | $6,674+71.0% | $6,270+82.1% | $5,982+90.8% |
| Admin fee / account holder | $5,846 | $10,995-46.8% | $8,081-27.7% | $11,246-48.0% |