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 | $53,396 | $78,422-31.9% | $95,952-44.4% | $79,858-33.1% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 12.23% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $466 | $1,945-76.0% | $2,541-81.6% | $2,471-81.1% |
| Participant deferral / active EE | $5,249 | $3,440+52.6% | $4,167+26.0% | $3,740+40.4% |
| Admin fee / account holder | $1,113 | $5,622-80.2% | $6,795-83.6% | $5,306-79.0% |