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 | $57,728 | $78,705-26.7% | $117,854-51.0% | $70,131-17.7% |
| Participation rate | 70.7% | 73.2%-2.5pp | 79.7%-8.9pp | 69.5%+1.2pp |
| Annual return | 12.56% | 23.30%-10.7pp | 335.08%-322.5pp | 73.14%-60.6pp |
| Employer contribution / active EE | $461 | $2,223-79.3% | $3,786-87.8% | $2,342-80.3% |
| Participant deferral / active EE | $2,190 | $3,297-33.6% | $4,482-51.1% | $3,332-34.3% |
| Admin fee / account holder | $495 | $5,065-90.2% | $8,020-93.8% | $4,645-89.3% |