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 | $79,403 | $95,803-17.1% | $113,168-29.8% | $84,808-6.4% |
| Participation rate | 79.7% | 72.9%+6.8pp | 76.6%+3.1pp | 68.3%+11.4pp |
| Annual return | 13.44% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $579 | $2,360-75.5% | $2,975-80.5% | $2,631-78.0% |
| Participant deferral / active EE | $2,970 | $4,242-30.0% | $5,107-41.8% | $4,212-29.5% |
| Admin fee / account holder | $2,519 | $8,989-72.0% | $12,068-79.1% | $7,344-65.7% |