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 | $65,996 | $73,933-10.7% | $96,683-31.7% | $75,163-12.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.5pp |
| Annual return | 19.66% | 26.70%-7.0pp | 35.69%-16.0pp | 160.62%-141.0pp |
| Employer contribution / active EE | $477 | $2,928-83.7% | $3,737-87.2% | $2,670-82.1% |
| Participant deferral / active EE | $9,278 | $3,659+153.6% | $4,878+90.2% | $4,125+124.9% |
| Admin fee / account holder | $1,180 | $5,216-77.4% | $6,730-82.5% | $5,651-79.1% |