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 | $63,956 | $72,277-11.5% | $101,248-36.8% | $79,858-19.9% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 12.26% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $529 | $2,692-80.4% | $3,660-85.6% | $2,471-78.6% |
| Participant deferral / active EE | $2,816 | $3,282-14.2% | $4,370-35.6% | $3,740-24.7% |
| Admin fee / account holder | $15,244 | $4,400+246.4% | $5,945+156.4% | $5,306+187.3% |