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 | $56,577 | $95,803-40.9% | $113,168-50.0% | $84,808-33.3% |
| Participation rate | 81.6% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.3pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $514 | $2,360-78.2% | $2,975-82.7% | $2,631-80.5% |
| Participant deferral / active EE | $3,617 | $4,242-14.7% | $5,107-29.2% | $4,212-14.1% |
| Admin fee / account holder | $8,250 | $8,989-8.2% | $12,068-31.6% | $7,344+12.3% |