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 | $34,662 | $56,897-39.1% | $84,750-59.1% | $62,891-44.9% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 4.71% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,274 | $2,709-53.0% | $3,712-65.7% | $3,203-60.2% |
| Admin fee / account holder | $1,096 | $3,581-69.4% | $5,332-79.4% | $4,296-74.5% |