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 | $46,614 | $99,341-53.1% | $84,750-45.0% | $273,961-83.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 4.84% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $561 | $4,214-86.7% | $3,574-84.3% | $4,869-88.5% |
| Participant deferral / active EE | $2,245 | $4,269-47.4% | $3,712-39.5% | $5,287-57.5% |
| Admin fee / account holder | $8,558 | $6,644+28.8% | $5,332+60.5% | $10,132-15.5% |