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 | $79,850 | $100,326-20.4% | $180,183-55.7% | $84,808-5.8% |
| Participation rate | 74.5% | 71.0%+3.5pp | 77.4%-2.9pp | 68.3%+6.2pp |
| Annual return | 15.82% | 17.86%-2.0pp | 27.86%-12.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $912 | $3,269-72.1% | $5,039-81.9% | $2,631-65.3% |
| Participant deferral / active EE | $3,040 | $5,066-40.0% | $6,822-55.4% | $4,212-27.8% |
| Admin fee / account holder | $14,446 | $9,674+49.3% | $19,975-27.7% | $7,344+96.7% |