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 | $81,811 | $109,413-25.2% | $156,263-47.6% | $84,808-3.5% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 18.07% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $447 | $2,907-84.6% | $4,333-89.7% | $2,631-83.0% |
| Participant deferral / active EE | $3,768 | $4,590-17.9% | $6,158-38.8% | $4,212-10.5% |
| Admin fee / account holder | $10,215 | $9,357+9.2% | $14,255-28.3% | $7,344+39.1% |