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 | $83,869 | $117,841-28.8% | $102,423-18.1% | $145,922-42.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.17% | 31.65%-16.5pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $578 | $3,615-84.0% | $3,023-80.9% | $4,660-87.6% |
| Participant deferral / active EE | $2,262 | $5,731-60.5% | $5,053-55.2% | $6,688-66.2% |
| Admin fee / account holder | $2,503 | $13,326-81.2% | $9,451-73.5% | $13,397-81.3% |