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 | $55,524 | $148,978-62.7% | $200,582-72.3% | $84,808-34.5% |
| Participation rate | 90.1% | 84.2%+5.9pp | 86.9%+3.3pp | 68.3%+21.8pp |
| Annual return | 17.70% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,295 | $4,815-73.1% | $6,419-79.8% | $2,631-50.8% |
| Participant deferral / active EE | $5,497 | $7,142-23.0% | $9,331-41.1% | $4,212+30.5% |
| Admin fee / account holder | $1,563 | $13,977-88.8% | $16,305-90.4% | $7,344-78.7% |