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 | $62,946 | $83,477-24.6% | $125,175-49.7% | $72,985-13.8% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 22.15% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $173 | $2,345-92.6% | $3,865-95.5% | $2,440-92.9% |
| Participant deferral / active EE | $2,438 | $3,585-32.0% | $4,937-50.6% | $3,607-32.4% |
| Admin fee / account holder | $7,973 | $5,517+44.5% | $9,702-17.8% | $5,124+55.6% |