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 | $34,239 | $79,944-57.2% | $98,439-65.2% | $75,163-54.4% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 18.15% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $370 | $2,264-83.6% | $3,048-87.8% | $2,670-86.1% |
| Participant deferral / active EE | $1,997 | $3,752-46.8% | $4,738-57.8% | $4,125-51.6% |
| Admin fee / account holder | $10,259 | $6,840+50.0% | $8,948+14.7% | $5,651+81.5% |