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 | $53,942 | $86,929-37.9% | $102,423-47.3% | $80,856-33.3% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 12.66% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $649 | $2,369-72.6% | $3,023-78.5% | $2,755-76.4% |
| Participant deferral / active EE | $3,244 | $4,118-21.2% | $5,053-35.8% | $4,296-24.5% |
| Admin fee / account holder | $2,380 | $8,049-70.4% | $9,451-74.8% | $6,918-65.6% |