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 | $41,049 | $72,492-43.4% | $87,100-52.9% | $72,985-43.8% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 27.96% | 24.46%+3.5pp | 28.19%-0.2pp | 81.00%-53.0pp |
| Employer contribution / active EE | $347 | $1,894-81.7% | $2,521-86.3% | $2,440-85.8% |
| Participant deferral / active EE | $3,969 | $3,270+21.4% | $4,049-2.0% | $3,607+10.0% |
| Admin fee / account holder | $3,701 | $5,055-26.8% | $7,497-50.6% | $5,124-27.8% |