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 | $42,949 | $79,944-46.3% | $98,439-56.4% | $75,163-42.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 13.95% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $393 | $2,264-82.6% | $3,048-87.1% | $2,670-85.3% |
| Participant deferral / active EE | $5,337 | $3,752+42.2% | $4,738+12.6% | $4,125+29.4% |
| Admin fee / account holder | $10,728 | $6,840+56.8% | $8,948+19.9% | $5,651+89.8% |