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 | $42,252 | $83,477-49.4% | $125,175-66.2% | $72,985-42.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 17.48% | 25.78%-8.3pp | 43.79%-26.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $371 | $2,345-84.2% | $3,865-90.4% | $2,440-84.8% |
| Participant deferral / active EE | $1,774 | $3,585-50.5% | $4,937-64.1% | $3,607-50.8% |
| Admin fee / account holder | $16,426 | $5,517+197.7% | $9,702+69.3% | $5,124+220.5% |