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 | $46,575 | $76,367-39.0% | $93,606-50.2% | $72,985-36.2% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 18.58% | 25.82%-7.2pp | 32.76%-14.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $323 | $2,275-85.8% | $2,718-88.1% | $2,440-86.8% |
| Participant deferral / active EE | $2,513 | $3,538-29.0% | $4,069-38.2% | $3,607-30.3% |
| Admin fee / account holder | $4,294 | $6,838-37.2% | $7,888-45.6% | $5,124-16.2% |