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 | $47,218 | $53,777-12.2% | $134,143-64.8% | $79,858-40.9% |
| Participation rate | 85.7% | 58.8%+26.9pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 18.13% | 19.01%-0.9pp | 36.33%-18.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,475 | $2,420+2.3% | $3,499-29.2% | $3,740-33.8% |
| Admin fee / account holder | $1,570 | $3,984-60.6% | $6,684-76.5% | $5,306-70.4% |