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 | $27,644 | $56,897-51.4% | $84,750-67.4% | $62,891-56.0% |
| Participation rate | 75.4% | 68.5%+6.8pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 8.11% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $442 | $2,400-81.6% | $3,574-87.6% | $2,281-80.6% |
| Participant deferral / active EE | $2,004 | $2,709-26.0% | $3,712-46.0% | $3,203-37.4% |
| Admin fee / account holder | $923 | $3,581-74.2% | $5,332-82.7% | $4,296-78.5% |