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 | $25,383 | $81,460-68.8% | $103,333-75.4% | $80,856-68.6% |
| Participation rate | 78.5% | 66.8%+11.6pp | 74.5%+4.0pp | 67.6%+10.8pp |
| Annual return | 11.13% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $769 | $3,105-75.2% | $3,868-80.1% | $2,755-72.1% |
| Participant deferral / active EE | $2,709 | $3,869-30.0% | $5,057-46.4% | $4,296-36.9% |
| Admin fee / account holder | $2,284 | $6,566-65.2% | $8,355-72.7% | $6,918-67.0% |