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 | $60,313 | $52,279+15.4% | $89,391-32.5% | $79,858-24.5% |
| Participation rate | 76.5% | 57.5%+18.9pp | 68.0%+8.5pp | 69.6%+6.8pp |
| Annual return | 15.40% | 22.16%-6.8pp | 245.62%-230.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $188 | $1,572-88.1% | $2,586-92.7% | $2,471-92.4% |
| Participant deferral / active EE | $1,977 | $2,740-27.9% | $3,890-49.2% | $3,740-47.1% |
| Admin fee / account holder | $2,418 | $3,356-28.0% | $4,881-50.5% | $5,306-54.4% |