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 | $32,879 | $89,355-63.2% | $141,162-76.7% | $72,985-55.0% |
| Participation rate | 84.4% | 75.1%+9.3pp | 82.5%+2.0pp | 69.5%+15.0pp |
| Annual return | 25.13% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $614 | $3,114-80.3% | $4,735-87.0% | $2,440-74.8% |
| Participant deferral / active EE | $3,946 | $5,418-27.2% | $6,709-41.2% | $3,607+9.4% |
| Admin fee / account holder | $4,331 | $5,958-27.3% | $10,261-57.8% | $5,124-15.5% |